This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GENESIS INVESTMENTS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Nov 7, 2013

First registration

Nov 8, 2013

Dual registered

no

Other names

MICHELE ANN WILLIAMS|MICHELE SLOAN|MICHELE WILLIAMS SLOAN|MICHELE W SLOAN

IAPD individual key

5642296

• Occurred

  Jan 19, 2024
  Advisor changed firm

  Michele Williams Sloan left Edward Jones for Genesis Investments (registered 2024-01-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:005bdf81-86c4-4ff2-34a9-d2611096d6bb

First observed

Nov 8, 2013

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.