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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-25 |
Branch Locations
101 Montgomery Street Suite 2400, San Francisco, CA 94104 • United States
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | San Francisco | CA | 08/2015 | 04/2017 |
| First Republic Securities Company | San Francisco | CA | 08/2015 | 04/2017 |
| First Republic Securities Company, Llc | San Francisco | CA | 04/2017 | Present |
| First Republic Investment Management, Inc. | San Francisco | CA | 04/2017 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 03/2024 |
| One Capital Management, Llc | San Francisco | CA | 03/2024 | Present |
Name: Genesis Capital Management, LLC Address: P.O. Box 1284, Alameda, CA 94501 Investment-Related: No Nature of the Business: Investment Research Company Position: Strictly Director-Partner; Mr. Valdes does not offer advice or research Start Date: 01/200 Number of hours devoted each month: Less than 1 Number of hours during securities trading: 0 Description of duties: Craig strictly works as a Director with the Business. THE OTHER MEMBER/PARTNER IS DOING SOME INVESTMENT RESEARCH. THE OTHER PARTNER MAY OR MAY NOT MONETIZE HIS WORK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-07 |
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