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Elizabeth Sarah Collins

FINANCIAL TELESIS
SAN RAFAEL, CA
·CRD# 4714831·23 years experience

Professional Summary

Elizabeth Sarah Collins, who also goes by Liz Collins, Elizabeth Sullivan, is a registered financial advisor currently at FINANCIAL TELESIS INC located in San Rafael, California and DEMETER ADVISORY GROUP, LLC located in Miami Beach, Florida. Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2006. Elizabeth has worked at 62 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14, Series 51,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Liz Collins, Elizabeth Sullivan

Blog Corner

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

FINANCIAL TELESIS INC·CRD# 31012
BD
1. 4340 Redwood Highway Suite B-75, San Rafael, CA 949032. 4340 Redwood Highway Suite B-75, San Rafael, CA 94903
October 10, 2003 - Present
DEMETER ADVISORY GROUP, LLC·CRD# 147602
BD
1508 Bay Road, #511, Miami Beach, FL 33139
November 19, 2008 - Present
DENNING & COMPANY LLC·CRD# 115971
BD
999 Green Street, #2802, San Francisco, CA 94133
March 19, 2010 - Present
WOODSIDE CAPITAL SECURITIES LLC·CRD# 152603
BD
2650 Birch Street Suite 100, Palo Alto, CA 94306
October 28, 2010 - Present
FWS RETIREMENT SERVICES, LLC·CRD# 152878
BD
100 Montgomery Street Suite 2000, San Francisco, CA 94104
November 19, 2010 - Present
CAPULENT LLC·CRD# 155155
BD
3200 E Camelback Rd Ste 130, Phoenix, AZ 85018
January 19, 2012 - Present
PGP CAPITAL ADVISORS, LLC·CRD# 128797
BD
10866 Wilshire Blvd Suite 260, Los Angeles, CA 90024
March 27, 2012 - Present
SAGE PARTNERS SECURITIES, LLC·CRD# 104381
BD
11111 Santa Monica Boulevard, Suite 2200, Los Angeles, CA 90025
April 16, 2012 - Present
COLUMBIA WEST CAPITAL, LLC·CRD# 135562
BD
1. 14624 N. Scottsdale Road Suite 124, Scottsdale, AZ 852542. 14624 N. Scottsdale Road Suite 124, Scottsdale, AZ 85254
July 30, 2014 - Present
LINK SECURITIES LLC·CRD# 144095
BD
7900 E. Greenway Road Suite 203b, Scottsdale, AZ 85260
August 4, 2014 - Present
SILVERGROVE ADVISORS LLC·CRD# 150856
BD
110 W. 40th Street Suite 302, New York, NY 10018
August 13, 2014 - Present
BRIDGE STREET SECURITIES, LLC·CRD# 152109
BD
535 Mission Street 14th Floor, San Francisco, CA 94105
August 14, 2014 - Present
STRATEGIC MARKETING SOLUTIONS LTD., LLC·CRD# 145577
BD
335 Bolling Circle, Novato, CA 94949
August 14, 2014 - Present
BRIDGEWATER JAMES LIMITED, LLC·CRD# 140205
BD
15 Bayview Ave., Belvedere, CA 94920
August 14, 2014 - Present
Q ADVISORS LLC·CRD# 127232
BD
999 18th Street Suite 2015, Denver, CO 80202
August 25, 2014 - Present
THE COURTNEY GROUP, LLC·CRD# 114904
BD
363 San Miguel Drive Suite 210, Newport Beach, CA 92660
August 27, 2014 - Present
PRESIDIO MERCHANT PARTNERS LLC·CRD# 46473
BD
255 Clayton Street, Suite 200, Denver, CO 80206
October 7, 2016 - Present
STORY3 ADVISORS LLC·CRD# 289456
BD
11601 Wilshire Blvd. Suite 1800, Los Angeles, CA 90025
December 14, 2017 - Present
OCEAN PARK SECURITIES, LLC·CRD# 282608
BD
7300 Metro Boulevard Suite 305, Edina, MN 55439
May 1, 2018 - Present
TELEGRAPH HILL BD LLC·CRD# 297701
BD
535 Mission Street 14th Floor, San Francisco, CA 94105
October 15, 2020 - Present
AURUS ADVISORS, INC.·CRD# 128096
BD
N. 822 Florida A1a Suite 310, Ponte Vedra Beach, FL 32082
January 25, 2021 - Present
IMPERII SECURITIES LLC·CRD# 315756
BD
580 California Street Suite 1200, San Francisco, CA 94104
July 18, 2022 - Present
SILVERBOX SECURITIES LLC·CRD# 327513
BD
511 River Street E Box 2420, Ketchum, ID 83340
March 1, 2024 - Present
HARBOR VIEW ADVISORS, LLC·CRD# 151817
BD
310 3rd Street Suite 201, Neptune Beach, FL 32266
May 7, 2024 - Present
AMERICAN INVESTORS COMPANY·CRD# 38
RIA
BD
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583
April 28, 2026 - Present
GENESIS ALTERNATIVE STRATEGIES LLC·CRD# 337344
BD
1221 Brickell Ave Suite 900, Miami, FL 33131
June 24, 2026 - Present
AMERICAN INVESTORS COMPANY·CRD# 38
BD
San Ramon, CA
October 13, 2021 - December 31, 2023
ACT CAPITAL MARKETS, INC.·CRD# 308518
BD
Newport Beach, CA
October 2, 2020 - January 13, 2026
HUB INTERNATIONAL INVESTMENT SERVICES INC.·CRD# 150252
BD
Chicago, IL
May 5, 2020 - January 27, 2022
MOMENTUM CAPITAL MARKETS, LLC·CRD# 300288
BD
San Francisco, CA
January 22, 2020 - January 4, 2024
CKS SECURITIES LLC·CRD# 149837
BD
Scottsdale, AZ
August 20, 2019 - March 27, 2020
MVP CAPITAL ADVISORS, LLC·CRD# 289481
BD
San Francisco, CA
October 31, 2017 - November 2, 2020
BODINGTON & COMPANY·CRD# 31353
BD
San Francisco, CA
February 27, 2017 - December 22, 2023
QUINTUS PARTNERS LLC·CRD# 269859
BD
Atherton, CA
February 10, 2016 - February 10, 2020
TWD SECURITIES, LLC·CRD# 143380
BD
Petaluma, CA
April 10, 2015 - September 30, 2026
DISCERN SECURITIES, INC.·CRD# 155854
BD
San Mateo, CA
September 11, 2014 - June 29, 2016
HIGGINS CAPITAL MANAGEMENT, INC.·CRD# 39985
BD
La Jolla, CA
August 19, 2014 - March 21, 2018
DBO PARTNERS LLC·CRD# 158951
BD
Burlingame, CA
August 6, 2014 - October 28, 2022
FMV CAPITAL MARKETS, LLC·CRD# 149974
BD
Irvine, CA
August 4, 2014 - December 23, 2015
RAINIER SECURITIES, LLC·CRD# 130893
BD
Mercer Island, WA
August 1, 2014 - March 29, 2022
YOSEMITE EXECUTION PARTNERS INC.·CRD# 165587
BD
Lafayette, CA
September 9, 2013 - October 8, 2015
FIRST CRAFT SECURITIES, LLC·CRD# 159680
BD
St. Michaels, MD
February 21, 2013 - May 4, 2018
GOTTEX BROKERS ALTERNATIVE USA INC.·CRD# 159849
BD
New York, NY
September 24, 2012 - June 11, 2013
QUANTUMWAVE CAPITAL INC.·CRD# 160234
BD
Georgetown, CA
August 27, 2012 - February 13, 2015
BUILDER ADVISOR GROUP, LLC·CRD# 156515
BD
Corte Madera, CA
March 1, 2012 - February 2, 2024
VISTA POINT ADVISORS, LLC·CRD# 157502
BD
San Francisco, CA
December 14, 2011 - May 26, 2023
FIRST BEVERAGE ADVISORS, LLC·CRD# 154030
BD
New York, NY
October 6, 2011 - May 8, 2018
CATAPULT ADVISORS LLC·CRD# 115610
BD
San Francisco, CA
June 1, 2011 - December 15, 2025
RUTBERG & COMPANY, LLC·CRD# 113392
BD
San Francisco, CA
May 27, 2011 - August 27, 2018
CODE ADVISORS LLC·CRD# 153192
BD
San Francisco, CA
January 5, 2011 - February 23, 2011
REGAL CAPITAL ADVISORS, LLC·CRD# 149689
BD
Los Angeles, CA
August 3, 2009 - August 24, 2011
FEP INVESTMENTS LLC·CRD# 147152
BD
Boston, MA
January 8, 2009 - March 30, 2009
STRATEGIC TRANSITION SECURITIES, LLC·CRD# 146952
BD
Mission Viejo, CA
September 5, 2008 - January 10, 2009
INTEGRIS SECURITIES, LLC·CRD# 30061
BD
Greenwood Village, CO
January 22, 2008 - October 1, 2008
KEMA PARTNERS LLC·CRD# 143752
BD
Mill Valley, CA
September 5, 2007 - December 13, 2007
WINTER ADVISORS, INC.·CRD# 143913
BD
Los Altos, CA
September 5, 2007 - June 16, 2010
ZEPEDA & COMPANY, INC.·CRD# 132595
BD
Los Angeles, CA
August 21, 2007 - March 31, 2009
TEACHERS FINANCIAL INVESTMENT CORPORATION·CRD# 143307
BD
Laguna Hills, CA
August 3, 2007 - January 4, 2017
GRANDFUND INVESTMENT GROUP, LLC·CRD# 143253
BD
Reno, NV
July 24, 2007 - February 1, 2016
BRERETON, HANLEY SECURITIES INC.·CRD# 143170
BD
San Jose, CA
July 6, 2007 - February 28, 2011
US ARMA PARTNERS LP·CRD# 136024
BD
New York, NY
April 19, 2007 - June 19, 2008
UNION SQUARE ADVISORS LLC·CRD# 141254
BD
San Francisco, CA
January 9, 2007 - October 10, 2018
SFRI SECURITIES LLC·CRD# 141096
BD
San Francisco, CA
November 14, 2006 - March 8, 2013

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Current Firm

GA
GENESIS ALTERNATIVE STRATEGIES LLC

GENESIS ALTERNATIVE STRATEGIES | GENESIS ALTERNATIVE STRATEGIES LLC | GENESIS ALTERNATIVE STRATEGIES CORP.

CRD#: 337344 / SEC#: 8-71388
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1221 Brickell Ave Suite 900, Miami, FL 33131

Mailing Address

1221 Brickell Ave Suite 900, Miami, FL 33131

Phone Number

(305) 322-0471

Established

Delaware since 12/04/2025

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
GENESIS CREDIT PARTNERS LLC100 % OWNER—
COLLINS, ELIZABETH SARAHFINOP4714831
GONZALEZ, JORGE APARTNER5804887
KIM, EDWARD MYUNGPARTNER2905300
RADI, IVANCCO6942216

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(1/26/2004)
RR
Colorado
(8/25/2014)
RR
Florida
(1/25/2021)
RR
Oregon
(3/6/2015)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2004About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2004About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Oct 2004About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Jul 2004About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Oct 2003About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Elizabeth Sarah Collins's CRS (Customer Relationship Summary).

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