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2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
| LA | RA | APPROVED | 2018-04-09 |
| TX | RA | APPROVED | 2011-05-24 |
Branch Locations
2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genesis Wealth Management, Inc. | Coral Gables | FL | 05/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-10 |
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