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Paul Floyd Stone

Genesis Wealth Advisors, LLC

Stoughton, MA

CRD 3228094

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Employer firm

Genesis Wealth Advisors, LLC CRD 158388

$200M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Genesis Wealth Advisors, Llc

400 Washington Street Suite 308, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2014-11-03
MA RA APPROVED 2013-09-23
  • ME RA
    APPROVED
    Since 2014-11-03
  • MA RA
    APPROVED
    Since 2013-09-23

Branch Locations

532 Page Street, Stoughton, MA 02072 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Genesis Wealth Advisors, Llc Stoughton MA 07/2012 Present
Other Businesses

INSURANCE PRODUCER; MA; 10 HOURS PER MONTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-18
S63 Uniform Securities Agent State Law Examination 1999-06-04
  • S66 Uniform Combined State Law Examination
    2013-09-18
  • S63 Uniform Securities Agent State Law Examination
    1999-06-04
Other Names
  • Paul Floyd Stone

View on SEC IAPD

Nearby Firms

CITIZENS SECURITIES, INC.
EXCHANGE PLACE ADVISORS, LLC
STRATEGIC FINANCIAL ALLIANCE, LLC

Nearby Investors

JOANNA D KHAN
ERIC R BELSKY
Jacob Hurley

Nearby Offices

CITIZENS SECURITIES, INC. · STOUGHTON, MA
EXCHANGE PLACE ADVISORS, LLC · Canton, MA
STRATEGIC FINANCIAL ALLIANCE, LLC · CANTON, MA

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