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RIA / WealthAdvisorCertified Financial Planner40 years in industry

MARK STEPHAN MCCURRY

Advisor at GENEVA PARTNERS, LLC

LAKE GENEVA, WI

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Search this name across graphsid dfx:ria:764d7140-bd28-b9f3-ea72-9cae6f2ff4e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 11, 1998 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: GENEVA PARTNERS, 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: Nov 1, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 16, 1991
First registration: May 11, 1998
Dual registered: no
Other names: MARK STEPHEN MCCURRY
IAPD individual key: 1051014

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
GENEVA PARTNERS, LLC	Independent wealth	May 18, 2016	n/a	yes	LAKE GENEVA, WI	Current employment
GENEVA PARTNERS, LLC	Independent wealth	May 18, 2016	Dec 31, 2017	no	Lake Geneva, WI	Previous registration
STONEX ADVISORS INC.	Bd affiliated wealth	Jan 30, 2015	May 5, 2016	no	BIRMINGHAM, AL	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Jun 30, 2003	Jan 30, 2015	no	YOUNGSTOWN, OH\|ABINGDON, IL\|YOUNGSTOWN, OH	Previous registration
FFP ADVISORY SERVICES INC	n/a	May 11, 1998	Jul 10, 2003	no	ABINGDON, IL	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
STONEX ADVISORS INC.	GENEVA PARTNERS, LLC	May 5, 2016	May 18, 2016	13	Firm change	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	STONEX ADVISORS INC.	Jan 30, 2015	Jan 30, 2015	0	Bulk transfer	Other
FFP ADVISORY SERVICES INC	STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Jul 10, 2003	Jun 30, 2003	-10	Firm change	Other

Relationships

Registered with (4)

→ GENEVA PARTNERS, LLCRegistered adviserregistration: previous registration
May 18, 2016 to Dec 31, 2017factForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Jan 30, 2015 to May 5, 2016factForm ADV
→ STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 30, 2003 to Jan 30, 2015factForm ADV
→ FFP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
May 11, 1998 to Jul 10, 2003factForm ADV

Dated events

No dated event names this entity yet.