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RIA / WealthAdvisor15 years in industry

John Alexander Geresi

Advisor at RHAME & GORRELL WEALTH MANAGEMENT

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:e7f4ea91-57c0-4e3d-e641-e3fee7fe11db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 10, 2018 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: RHAME & GORRELL WEALTH MANAGEMENT
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: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 9, 2018
First registration: May 10, 2018
Dual registered: no
Other names: John Geresi|John Alexander Geresi
IAPD individual key: 6901578

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
RHAME & GORRELL WEALTH MANAGEMENT	Independent wealth	Sep 17, 2025	n/a	yes	THE WOODLANDS, TX	Current employment
WILLIS JOHNSON WEALTH	Independent wealth	Sep 8, 2020	Jun 11, 2025	no	HOUSTON, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 26, 2018	Oct 29, 2019	no	NEWPORT BEACH, CA	Previous registration
EDWARD JONES	National bd RIA	May 10, 2018	Nov 13, 2018	no	Manhattan Beach, CA\|ST LOUIS, MO\|HERMOSA BEACH, CA\|El Segundo, CA\|EL SEGUNDO, CA	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
WILLIS JOHNSON WEALTH	RHAME & GORRELL WEALTH MANAGEMENT	Jun 11, 2025	Sep 17, 2025	98	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WILLIS JOHNSON WEALTH	Oct 29, 2019	Sep 8, 2020	315	Firm change	Wirehouse to RIA
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 13, 2018	Nov 26, 2018	13	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ RHAME & GORRELL WEALTH MANAGEMENTRegistered adviserregistration: current employment
Sep 17, 2025 to presentfactForm ADV
→ WILLIS JOHNSON WEALTHRegistered adviserregistration: previous registration
Sep 8, 2020 to Jun 11, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 26, 2018 to Oct 29, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 10, 2018 to Nov 13, 2018factForm ADV

Dated events

Occurred
Jun 11, 2025
Advisor changed firm
John Alexander Geresi left Willis Johnson Wealth for Rhame & Gorrell Wealth Management (registered 2025-09-17)
Form ADVobserved 5 days ago