DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Genesis Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jon Charles Payne | Sicor Securities Inc unclassified | Genesis Wealth Management state registered | Other | Jan 3, 2011 | Oct 21, 2011 (291 d) |
| David Lee Devall | Edward Jones national BD | Genesis Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 29, 2010 | Jan 19, 2012 (477 d) |
| William James Kinkel | Sicor Securities Inc unclassified | Genesis Wealth Management state registered | Other | Oct 31, 2003 | Jan 21, 2021 (6292 d) |
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3 moves match.