Paul D Genoese

Current Employers

Employment History

• 01/2004 → 09/2025
  Avantax Investment Services, Inc.
  Erial, NJ
• 06/2005 → 09/2025
  Avantax Advisory Services
  Erial, NJ
• 01/2018 → 04/2021
  Terra Firma Properties, Llc.
  Erial, NJ
• 01/2004 → 09/2025
  Avantax Insurance Agency, Llc
  Erial, NJ
• 08/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Erial, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Erial, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-06-06 → 2025-09-05
  Avantax Advisory Services
  Erial, NJ

Other Businesses

1) GENOESE DEVELOPMENT COMPANY POSITION: Partner/General Partner NATURE: Real Estate Land holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 4550 Linden Hill Rd, Suite 100, Wilmington DE 19808, United States DESCRIPTION: Annual meeting to discuss options and valuation of property. 2) BRANDYWINE BENEFITS GROUP POSITION: Vice President NATURE: Independent Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 09/01/2004 ADDRESS: 17 Red Bank Dr., Erial NJ 08081, United States DESCRIPTION: Insurance Sales 3) PAUL GENOESE POSITION: Insurance Sales Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 17 Red Bank Dr., Erial NJ 08081, United States DESCRIPTION: Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-12
• S63 Uniform Securities Agent State Law Examination
  1993-05-10

Other Names

• Paul Domenic Genoesse
• Paul Domenic Genoese
• Paul D. Genoese