Gennady N. Bekasov
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gennady Nmn Bekasov, who also goes by Gennady Bekasov, was a registered financial professional .
Gennady is a previously registered financial professional and started their career in finance in 2007. Gennady had worked at 9 firms and has passed the Series 63, Series 65, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 7, 2023 - September 10, 2023
ID FUNDS ADVISOR LLC
July 25, 2022 - September 10, 2023
BARRAMUNDI CAPITAL LLC
November 15, 2016 - July 11, 2022
WIPFLI FINANCIAL ADVISORS, LLC
September 23, 2016 - August 1, 2022
WIPFLI INSURANCE SERVICES, LLC
May 20, 2013 - August 26, 2016
BAKER TILLY WEALTH MANAGEMENT, LLC
March 15, 2013 - August 26, 2016
BAKER TILLY CAPITAL, LLC
February 27, 2012 - March 6, 2013
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
August 8, 2007 - March 6, 2013
CG BROKERAGE L.L.C.
May 31, 2007 - February 27, 2012
CLIFTON GUNDERSON WEALTH ADVISORS
Primary Firm SEC Registration
ID FUNDS ADVISOR LLC
CRD#: 305035 / SEC#: 801-124850
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
ID FUNDS ADVISOR LLC
CRD#: 305035 / SEC#: 801-124850
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 260,148,225 |
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Florida | ERA - Withdrawn | 3/31/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
