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

GENESIS WEALTH ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Mar 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Apr 1, 2019

First registration

Aug 15, 2019

Dual registered

no

Other names

AJ Baldeon

IAPD individual key

7082581

• Occurred

  Feb 21, 2023
  Advisor changed firm

  Adrian Baldeon left Rwa Wealth Partners for Genesis Wealth Advisors, Llc (registered 2023-03-13)

  Form ADVobserved 6 days ago
• Occurred

  Mar 30, 2022
  Advisor changed firm

  Adrian Baldeon left Usa Financial Securities Llc for Rwa Wealth Partners (registered 2022-04-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6e83e663-6424-ce89-69bc-5ae1f981b893

First observed

Aug 15, 2019

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.