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Advisor at GENESIS CAPITAL GROUP LLC
New York, NY | Boca Raton, FL
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 CAPITAL GROUP LLC | State registered | Oct 27, 2021 | n/a | yes | New York, NY|Boca Raton, FL|New York, NY|Boca Raton, FL | Current employment |
| EDI INVESTMENT ADVISOR CORPORATION | n/a | May 12, 2010 | Sep 22, 2011 | no | NEW YORK, NY | Previous registration |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Dec 10, 2007 | Sep 2, 2008 | no | NEW YORK, NY | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jun 24, 2005 | Dec 12, 2007 | no | NEW YORK, NY|NEW YORK CITY, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDI INVESTMENT ADVISOR CORPORATION | GENESIS CAPITAL GROUP LLC | Sep 22, 2011 | Oct 27, 2021 | 3,688 | Firm change after gap | Other |
| B. RILEY WEALTH ADVISORS, INC. | EDI INVESTMENT ADVISOR CORPORATION | Sep 2, 2008 | May 12, 2010 | 617 | Firm change after gap | Other |
| CHASE INVESTMENT SERVICES CORP. | B. RILEY WEALTH ADVISORS, INC. | Dec 12, 2007 | Dec 10, 2007 | -2 | Firm change | Other |