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201 S. Biscayne Blvd. Suite 1100, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
Branch Locations
201 S. Biscayne Blvd. Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genesis Investment Advisors Llc | Coral Gables | FL | 10/2005 | Present |
| Genesis Fund Management Llc | Coral Gables | FL | 06/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-05 |
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