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400 Washington Street Suite 308, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2014-11-03 |
| MA | RA | APPROVED | 2013-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genesis Wealth Advisors, Llc | Stoughton | MA | 07/2012 | Present |
INSURANCE PRODUCER; MA; 10 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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