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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

JEFFREY STEPHEN GERACI

Advisor at AUSDAL FINANCIAL PARTNERS, INC.

COLORADO SPRINGS, CO | Virginia Beach, VA

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Search this name across graphsid dfx:ria:8716a1bb-4efc-ad26-09c2-fe120c2b84b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 26, 2003 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: AUSDAL FINANCIAL PARTNERS, INC.
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: Jun 23, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Jun 23, 1988
First registration: Sep 26, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 1839469

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
AUSDAL FINANCIAL PARTNERS, INC.	Independent wealth	Oct 22, 2024	n/a	yes	Virginia Beach, VA\|COLORADO SPRINGS, CO	Current employment
INTERVEST INTERNATIONAL, INC.	Former SEC adviser	May 4, 2010	Nov 15, 2024	no	VIRGINIA BEACH, VA\|COLORADO SPRINGS, CO\|VIRGINIA BEACH, VA	Previous registration
MICG INVESTMENT MANAGEMENT, LLC	n/a	Oct 21, 2008	May 6, 2010	no	NEWPORT NEWS, VA\|NEWPORT NEWS, VA\|NEWPORT NEWS, VA\|NORFOLK, VA	Previous registration
FISHER INVESTMENTS	Independent wealth	Jun 20, 2008	Oct 13, 2008	no	VIRGINIA BEACH, VA\|PLANO, TX	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Jun 1, 2008	Jun 11, 2008	no	VIRGINIA BEACH, VA	Previous registration
BI INVESTMENTS, LLC	n/a	Aug 23, 2007	Jun 1, 2008	no	VIRGINIA BEACH, VA	Previous registration
FIRST COMMAND BANK	n/a	Apr 12, 2004	Sep 2, 2005	no	FORT WORTH, TX	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Sep 26, 2003	Nov 29, 2006	no	TAMPA, 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
INTERVEST INTERNATIONAL, INC.	AUSDAL FINANCIAL PARTNERS, INC.	Nov 15, 2024	Oct 22, 2024	-24	Firm change	RIA to RIA
MICG INVESTMENT MANAGEMENT, LLC	INTERVEST INTERNATIONAL, INC.	May 6, 2010	May 4, 2010	-2	Firm change	Other
FISHER INVESTMENTS	MICG INVESTMENT MANAGEMENT, LLC	Oct 13, 2008	Oct 21, 2008	8	Firm change	Other
OSAIC INSTITUTIONS, INC.	FISHER INVESTMENTS	Jun 11, 2008	Jun 20, 2008	9	Firm change	Other
BI INVESTMENTS, LLC	OSAIC INSTITUTIONS, INC.	Jun 1, 2008	Jun 1, 2008	0	Bulk transfer	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	FIRST COMMAND BANK	Nov 29, 2006	Apr 12, 2004	-961	Firm change after gap	Other
FIRST COMMAND BANK	BI INVESTMENTS, LLC	Sep 2, 2005	Aug 23, 2007	720	Firm change after gap	Other

Relationships

Registered with (8)

→ AUSDAL FINANCIAL PARTNERS, INC.Registered adviserregistration: current employment
Oct 22, 2024 to presentfactForm ADV
→ INTERVEST INTERNATIONAL, INC.Registered adviserregistration: previous registration
May 4, 2010 to Nov 15, 2024factForm ADV
→ MICG INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 21, 2008 to May 6, 2010factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jun 20, 2008 to Oct 13, 2008factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Jun 1, 2008 to Jun 11, 2008factForm ADV
→ BI INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 23, 2007 to Jun 1, 2008factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Sep 26, 2003 to Nov 29, 2006factForm ADV
→ FIRST COMMAND BANKRegistered adviserregistration: previous registration
Apr 12, 2004 to Sep 2, 2005factForm ADV

Dated events

Occurred
Nov 15, 2024
Advisor changed firm
Jeffrey Stephen Geraci left Intervest International, Inc. for Ausdal Financial Partners, Inc. (registered 2024-10-22)
Form ADVobserved 6 days ago