James Higgins Degennaro

$275B regulatory AUM 8 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

200 Park Avenue, New York, NY 10166 • United States

Current Registrations

Authority	Category	Status	Date
ND	RA	APPROVED	2023-01-05
DC	RA	APPROVED	2023-01-04
AZ	RA	APPROVED	2022-12-19
GA	RA	APPROVED	2022-12-16
NM	RA	APPROVED	2022-12-16
AK	RA	APPROVED	2022-12-14
DE	RA	APPROVED	2022-12-14
IL	RA	APPROVED	2022-12-14
IN	RA	APPROVED	2022-12-14
KY	RA	APPROVED	2022-12-14
LA	RA	APPROVED	2022-12-14
ME	RA	APPROVED	2022-12-14
OK	RA	APPROVED	2022-12-14
RI	RA	APPROVED	2022-12-14
SC	RA	APPROVED	2022-12-14
TX	RA	APPROVED	2022-12-14
VA	RA	APPROVED	2022-12-14

Branch Locations

200 Park Avenue, New York, NY 10166 • United States

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

Organization	City	State	From	To
Jhd Financial Planning	Acworth	GA	11/2015	12/2018
Jim Degennaro, Realtor, American Dream Real Estate	Marietta	GA	10/2017	11/2019
Waypoint Direct Investments, Llc	Atlanta	GA	03/2019	11/2019
Invesco	Atlanta	GA	12/2019	12/2022
Voya Investment Managment	Atlanta	GA	12/2022	Present
Voya Investments Distributor, Llc	Windsor	CT	12/2022	Present
Voya Investments Management Co, Llc	New York	NY	12/2022	Present

11/2015 → 12/2018

Jhd Financial Planning

Acworth, GA
10/2017 → 11/2019

Jim Degennaro, Realtor, American Dream Real Estate

Marietta, GA
03/2019 → 11/2019

Waypoint Direct Investments, Llc

Atlanta, GA
12/2019 → 12/2022

Invesco

Atlanta, GA
12/2022 → Present

Voya Investment Managment

Atlanta, GA
12/2022 → Present

Voya Investments Distributor, Llc

Windsor, CT
12/2022 → Present

Voya Investments Management Co, Llc

New York, NY

American Legion Post 140; No; Atlanta, GA; Charity; Vice Commander/ Board Member; 2011; 5-10 hrs/mo; 0hrs/mo;

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2019-06-07
S66	Uniform Combined State Law Examination	2010-12-23

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