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Daniel Joseph Duval

Genesis Wealth Advisors, LLC

Stoughton, MA

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Current Employers
Genesis Wealth Advisors, Llc

400 Washington Street Suite 308, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-03-21
  • MA RA
    APPROVED
    Since 2014-03-21

Branch Locations

532 Page Street, Stoughton, MA 02324 • 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
Genesis Wealth Advisors, Llc Stoughton MA 12/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-20
  • S65 Uniform Investment Adviser Law Examination
    2014-03-20

View on SEC IAPD

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CITIZENS SECURITIES, INC. · STOUGHTON, MA
EXCHANGE PLACE ADVISORS, LLC · Canton, MA
STRATEGIC FINANCIAL ALLIANCE, LLC · CANTON, MA
COMMONWEALTH FINANCIAL NETWORK · Canton, MA
COMMONWEALTH FINANCIAL NETWORK · CANTON, MA
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LPL FINANCIAL LLC · SHARON, MA
TRANSAMERICA FINANCIAL ADVISORS, LLC · CANTON, MA

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