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

GENUINE WEALTH SOLUTIONS

Current firm class

state registeredderived

Book size

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

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jul 22, 2016

First registration

Jul 16, 2018

Dual registered

no

IAPD individual key

6653898

• Occurred

  Jan 3, 2024
  Advisor changed firm

  Shawn Martin Perkins left Carlson Financial for Genuine Wealth Solutions (registered 2024-01-04)

  Form ADVobserved 6 days ago
• Occurred

  Aug 30, 2022
  Advisor changed firm

  Shawn Martin Perkins left Ubs Financial Services Inc. for Carlson Financial (registered 2022-09-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:681590f5-22b7-987b-aa50-72f876a1aa40

First observed

Jul 16, 2018

Last observed

Sep 14, 2026 7 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.