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Advisor at GENESIS FINANCIAL GROUP, LLC
PARAMUS, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GENESIS FINANCIAL GROUP, LLC | Independent wealth | Mar 26, 2025 | n/a | yes | PARAMUS, NJ | Current employment |
| GENESIS FINANCIAL GROUP, LLC | Independent wealth | Feb 14, 2024 | Apr 26, 2024 | no | PARAMUS, NJ | Previous registration |
| SKYVIEW FINANCIAL GROUP, LLC | Independent wealth | Jan 5, 2024 | Aug 21, 2025 | no | Mahwah, NJ|PONTE VEDRA BEACH, FL | Previous registration |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Feb 12, 2020 | Jan 5, 2024 | no | PARAMUS, NJ | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Mar 6, 2009 | Feb 14, 2020 | no | RAMSEY, NJ | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 20, 2008 | Mar 26, 2009 | no | PARAMUS, NJ|PARAMUS, NJ|SCOTTSDALE, AZ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 17, 2001 | Feb 3, 2005 | no | PARAMUS, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SKYVIEW FINANCIAL GROUP, LLC | GENESIS FINANCIAL GROUP, LLC | Aug 21, 2025 | Feb 14, 2024 | -554 | Firm change after gap | Other |
| B. RILEY WEALTH ADVISORS, INC. | SKYVIEW FINANCIAL GROUP, LLC | Jan 5, 2024 | Jan 5, 2024 | 0 | Firm change | Ibd to RIA |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | B. RILEY WEALTH ADVISORS, INC. | Feb 14, 2020 | Feb 12, 2020 | -2 | Firm change | Ibd to ibd |
| CITIGROUP GLOBAL MARKETS INC. | STIFEL, NICOLAUS & COMPANY, INCORPORATED | Mar 26, 2009 | Mar 6, 2009 | -20 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIGROUP GLOBAL MARKETS INC. | Feb 3, 2005 | Feb 20, 2008 | 1,112 | Firm change after gap | Other |