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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
709 E. Caltonroad Ste. 104, Laredo, TX 78041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics | Bonita Springs | FL | 04/2022 | 08/2023 |
| Kgns-Tv | Laredo | TX | 06/2015 | 12/2023 |
| Genesis Financial & Real Estate Solutions, Llc | Laredo | TX | 04/2021 | Present |
| Modern Woodmen Of America | Rock Island | IL | 10/2023 | 03/2025 |
| Mwa Financial Services Inc. | Rock Island | IL | 09/2023 | 03/2025 |
| Farmers Insurance | Laredo | TX | 07/2025 | Present |
| Farmers Financial Solutions, Llc | Laredo | TX | 07/2025 | Present |
| The Assurance Group | Laredo | TX | 02/2025 | 06/2025 |
| Genesis Financial & Real Estate Solutions, Llc | Laredo | TX | 12/2020 | Present |
| Farmers Asset Management, Llc | Westlake Village | CA | 07/2026 | Present |
GENESIS FINANCIAL & REAL ESTATE SOLUTIONS, LLC POSITION: Sole Member NATURE: Genesis Financial and Real Estate Solutions, LLC - I am the sole member of this limited liability company, which operates as a licensed real estate brokerage. I am a licensed real estate broker in the state of Texas. The business is engaged in residential and commercial real estate sales, marketing, and consulting. This activity is conducted outside of my securities business, does not involve investment advisory services or the sale of securities, and is disclosed in accordance with firm policy and regulatory requirements. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2020 ADDRESS: Laredo TX 78041, United States DESCRIPTION: As the Real Estate Broker for Genesis Financial and Real Estate Solutions, LLC, I oversee all brokerage operations, including supervising licensed agents, managing residential and commercial transactions, and providing guidance on contracts and negotiations. I am responsible for business development, client relations, and maintaining ethical and professional standards within the firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-16 |
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