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Genesis Investments CRD 310878
$113M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9448 Bradmore Ln Ste 212, Ooltewah, TN 37363 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-12 |
| TN | RA | APPROVED | 2023-05-08 |
Branch Locations
9448 Bradmore Ln Ste 212, Ooltewah, TN 37363 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 05/2023 |
| Genesis Investments | Ooltewah | TN | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-15 |
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