Best Investors Account Sign in
Inactive

John William Shea

Genesis Wealth Management, Inc.

Coral Gables, FL

Palm Beach Gardens, FL

Claim This Profile
Current Employers
Genesis Wealth Management, Inc.

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2018-04-09
FL RA APPROVED 2017-04-10
  • LA RA
    APPROVED
    Since 2018-04-09
  • FL RA
    APPROVED
    Since 2017-04-10

Branch Locations

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States

4440 Pga Blvd., Ste. 600, Palm Beach Gardens, FL 33410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Charlotte NC 03/2009 Present
Genesis Wealth Management, Inc. Coral Gables FL 03/2017 Present
Previous Registrations
  • 2009-04-16 → 2017-01-12
    Msi Financial Services, Inc.
    Charlotte, NC
    Orlando, FL
    Boca Raton, FL
    Boca Raton, FL
  • 2008-08-12 → 2009-04-07
    Principal Securities, Inc.
    Lady Lake, FL
  • 2007-01-16 → 2008-08-01
    Securian Financial Services, Inc.
    Lady Lake, FL
  • 2004-01-13 → 2006-09-05
    Fsc Securities Corporation
    Plantation, FL
  • 2002-01-31 → 2003-12-19
    Veravest Investment Advisors, Inc.
    Miramar, FL
Other Businesses

CHRIST FELLOWSHIP CHURCH; NOT INVESTMENT-RELATED; PALM BEACH GARDENS, FL; PART-TIME BARISTA; 10/2022; 60 HOURS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-09
S63 Uniform Securities Agent State Law Examination 1996-02-28
  • S65 Uniform Investment Adviser Law Examination
    1999-11-09
  • S63 Uniform Securities Agent State Law Examination
    1996-02-28
Designations
Other Names
  • Bill Shea
  • John W Shea
  • John Shea

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor