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RIA / WealthAdvisorCertified Financial Planner39 years in industry

MARIO YNGERTO

Advisor at GENESIS WEALTH MANAGEMENT, INC.

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:43ed09b6-238c-d592-2c7e-b4968390045c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GENESIS WEALTH MANAGEMENT, INC.
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 10, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 10, 1987
First registration: Jun 7, 2001
Dual registered: no
IAPD individual key: 1612984

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GENESIS WEALTH MANAGEMENT, INC.	Former SEC adviser	May 24, 2011	n/a	yes	CORAL GABLES, FL	Current employment
SELF WORTH FINANCIAL PLANNING LLC	n/a	Jan 6, 2011	Nov 30, 2011	no	PLANO, TX	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Nov 14, 2003	Jun 16, 2010	no	PLANO, TX\|DALLAS, TX\|FRISCO, TX	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	Jun 7, 2001	Nov 4, 2003	no	MIAMI LAKES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SELF WORTH FINANCIAL PLANNING LLC	GENESIS WEALTH MANAGEMENT, INC.	Nov 30, 2011	May 24, 2011	-190	Firm change after gap	Other
SECURITIES AMERICA ADVISORS, INC.	SELF WORTH FINANCIAL PLANNING LLC	Jun 16, 2010	Jan 6, 2011	204	Firm change	Other
VERAVEST INVESTMENT ADVISORS, INC.	SECURITIES AMERICA ADVISORS, INC.	Nov 4, 2003	Nov 14, 2003	10	Firm change	Other

Relationships

Registered with (4)

→ GENESIS WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
May 24, 2011 to presentfactForm ADV
→ SELF WORTH FINANCIAL PLANNING LLCRegistered adviserregistration: previous registration
Jan 6, 2011 to Nov 30, 2011factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Nov 14, 2003 to Jun 16, 2010factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jun 7, 2001 to Nov 4, 2003factForm ADV

Dated events

No dated event names this entity yet.