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Current Employers
Genesis Wealth Management, Inc.

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-28
LA RA APPROVED 2018-04-09
TX RA APPROVED 2011-05-24
  • FL RA
    APPROVED
    Since 2025-10-28
  • LA RA
    APPROVED
    Since 2018-04-09
  • TX RA
    APPROVED
    Since 2011-05-24

Branch Locations

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Genesis Wealth Management, Inc. Coral Gables FL 05/2011 Present
Previous Registrations
  • 2011-01-06 → 2011-11-30
    Self Worth Financial Planning Llc
    Plano, TX
  • 2003-11-14 → 2010-06-16
    Securities America Advisors, Inc.
    Plano, TX
    Dallas, TX
    Frisco, TX
  • 2001-06-07 → 2003-11-04
    Veravest Investment Advisors, Inc.
    Miami Lakes, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-30
S63 Uniform Securities Agent State Law Examination 1987-06-10
  • S65 Uniform Investment Adviser Law Examination
    2001-03-30
  • S63 Uniform Securities Agent State Law Examination
    1987-06-10
Designations

View on SEC IAPD

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