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Reading the graph
Advisor at GINERIS WEALTH MANAGEMENT
DYER, IN | Naperville, IL
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 |
|---|---|---|---|---|---|---|
| GINERIS WEALTH MANAGEMENT | State registered | Apr 30, 2018 | n/a | yes | DYER, IN|Naperville, IL | Current employment |
| WORLD EQUITY GROUP, INC. | Bd affiliated wealth | Jan 1, 2008 | Dec 2, 2022 | no | WHEATON, IL|WHEATON, IL|DYER, IN 46311, IN|SCHAUMBURG, IL|SCHAUMBURG, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WORLD EQUITY GROUP, INC. | GINERIS WEALTH MANAGEMENT | Dec 2, 2022 | Apr 30, 2018 | -1,677 | Firm change after gap | Ibd to state RIA |