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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant30 years in industry

JOHN WILLIAM SHEA

Advisor at GENESIS WEALTH MANAGEMENT, INC.

CORAL GABLES, FL | Palm Beach Gardens, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2002 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: GENESIS WEALTH MANAGEMENT, INC.
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 28, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Feb 28, 1996
First registration: Jan 31, 2002
Dual registered: no
Other names: BILL SHEA|JOHN W SHEA|JOHN SHEA
IAPD individual key: 2438871

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
GENESIS WEALTH MANAGEMENT, INC.	Former SEC adviser	Apr 10, 2017	n/a	yes	CORAL GABLES, FL\|Palm Beach Gardens, FL	Current employment
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 16, 2009	Jan 12, 2017	no	CHARLOTTE, NC\|ORLANDO, FL\|BOCA RATON, FL\|BOCA RATON, FL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 12, 2008	Apr 7, 2009	no	LADY LAKE, FL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 16, 2007	Aug 1, 2008	no	LADY LAKE, FL	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jan 13, 2004	Sep 5, 2006	no	PLANTATION, FL	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	Jan 31, 2002	Dec 19, 2003	no	MIRAMAR, 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
MSI FINANCIAL SERVICES, INC.	GENESIS WEALTH MANAGEMENT, INC.	Jan 12, 2017	Apr 10, 2017	88	Firm change	Other
PRINCIPAL SECURITIES, INC.	MSI FINANCIAL SERVICES, INC.	Apr 7, 2009	Apr 16, 2009	9	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	PRINCIPAL SECURITIES, INC.	Aug 1, 2008	Aug 12, 2008	11	Firm change	Other
FSC SECURITIES CORPORATION	SECURIAN FINANCIAL SERVICES, INC.	Sep 5, 2006	Jan 16, 2007	133	Firm change	Other
VERAVEST INVESTMENT ADVISORS, INC.	FSC SECURITIES CORPORATION	Dec 19, 2003	Jan 13, 2004	25	Firm change	Other

Relationships

Registered with (6)

→ GENESIS WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Apr 10, 2017 to presentfactForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 16, 2009 to Jan 12, 2017factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 12, 2008 to Apr 7, 2009factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 16, 2007 to Aug 1, 2008factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 13, 2004 to Sep 5, 2006factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jan 31, 2002 to Dec 19, 2003factForm ADV

Dated events

No dated event names this entity yet.