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

GEOWEALTH MANAGEMENT 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

Apr 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Apr 1, 2002

First registration

Jan 8, 2009

Dual registered

no

Other names

JOSEPH JOHN MOONEY

IAPD individual key

2916072

• Occurred

  Jul 31, 2025
  Advisor changed firm

  Joseph J Mooney left Freedom Investment Management, Inc. for Geowealth Management Llc (registered 2025-09-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e205acc8-0bce-d754-16cb-c3975823c90d

First observed

Jan 8, 2009

Last observed

Sep 15, 2026 4 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.