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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
260 Madison Avenue Fl 17, New York, NY 10016 • United States
Centerport, NY • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Centerport, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 04/1990 | Present |
| American Portfolios Financial Services, Inc. | Red Bank | NY | 02/2004 | 10/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2026 | Present |
| Genesis Asset Management Group, Inc. | Centerport | NY | 03/1999 | Present |
| Osaic Wealth, Inc. | New York | NY | 10/2024 | Present |
GENESIS ASET MANAGEMENT GROUP, INC; INVESTMENT RELATED; 260 MADISON AVENUE, FL 17, NEW YORK, NY 10016; RIA; OWNER; 03/1999; 80 HRS/MONTH DEVOTED; 4 HRS DURING TRADING; CLIENT RELATIONS, FINANCIAL PLANNING; INVESTMENT MANAGEMENT __|__ FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 260 MADISON AVENUE, FL 17, NEW YORK, NY 10016; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 7/1999; 4 HRS/MONTH; 1 HR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS __|__ BARNSTONE GRILL (PREVIOUSLY SEDONA TAPHOUSE); NOT INVESTMENT RELATED; 640 E BOSTON POST ROAD, MAMARONECK, NY 10543; RESTAURANT; INVESTOR; 2018; 3 HRS/MONTH DEVOTED; 0 HRS DURING TRADING; 3% OWNER OF THE RESTAURANT __|__
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-27 |
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