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1 Terminal Drive Suite A, East Alton, IL 62024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MO | RA | APPROVED | 2021-04-19 |
| IL | RA | APPROVED | 2011-10-21 |
Branch Locations
1 Terminal Drive Suite A, East Alton, IL 62024 • United States
1 Terminal Drive Suite A, East Alton, IL 62024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genesis Financial Group Inc | East Alton | IL | 01/1999 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 03/2011 | 12/2016 |
| Genesis Wealth Management Group, Llc | East Alton | IL | 10/2011 | Present |
| Macoupin County Board | Carlinville | IL | 12/2020 | Present |
1)DBA GENESIS FINANCIAL GROUP, INC; INVT REL; EAST ALTON, IL 62024; DBA INSURANCE ACTIVITIES; PRESIDENT; START 12/1999; 160 HRS/MO; 160 HRS/MO DURING TRADING; INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-06 |
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