Jonathan D. Goldman
Professional summary
Jonathan David Goldman is a registered financial professional currently at GENESIS CAPITAL, LLC located in Atlanta, Georgia.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1990. Jonathan has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan David Goldman's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2004 - Present
GENESIS CAPITAL, LLC
Office #1: 3414 Peachtree Road, Ne Suite 700, Atlanta, GA 30326Office #2: 3414 Peachtree Road, Ne Suite 700, Atlanta, GA 30326April 14, 2000 - August 19, 2002
ROBERTSON STEPHENS, INC.
June 7, 1995 - April 14, 2000
THE ROBINSON-HUMPHREY COMPANY, LLC
July 30, 1990 - March 28, 1995
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/15/2005)
(5/2/2022)
(2/1/2005)
(2/2/2005)
(2/1/2018)
(2/16/2005)
(2/19/2004)
(2/23/2005)
(1/19/2022)
(12/6/2023)
(2/23/2005)
(1/11/2022)
(12/11/2019)
(2/21/2024)
(3/7/2024)
(4/14/2005)
(2/1/2005)
(12/7/2023)
(1/11/2018)
(2/6/2018)
(4/5/2005)
(4/13/2005)
(2/8/2005)
(5/30/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
GENESIS CAPITAL, LLC
CRD#: 128801 / SEC#: , 8-66178
Contact information
FINRA licenses (24 States and Territories)
Documents
Red Flags
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