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10150 Lantern Road Suite 175, Fishers, IN 46037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-04 |
| IN | RA | APPROVED | 2009-11-12 |
Branch Locations
10150 Lantern Road Suite 175, Fishers, IN 46037 • United States
2 disclosure categories 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 Advisors, Llc | Fishers | IN | 12/2009 | 11/2024 |
| Genesis Esop Advisors, Llc | Fishers | IN | 07/2019 | Present |
| Genesis Investments, Llc | Fishers | IN | 02/2004 | 01/2021 |
| Genesis Advisors, Llc | Fishers | IN | 11/2024 | Present |
1.07/2019- Michael R. Mathioudakis is currently sole owner and Managing Member of Genesis ESOP Advisors, LLC, Fishers, IN.- a firm that employee stock ownership plan trustee services to companies. This activity accounts for about 80% of his time. 2.Michael R. Mathioudakis also is an independent insurance agent. This activity accounts for approximately 5% of his time. 3.Michael R. Mathioudakis is a Co-Founder and investor of Quiddity Systems, Inc. Quiddity Systems, Inc. is a technology company in the human AI space. This activity accounts for approximately 10% of his time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-31 |
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