Geoffrey L. Kurinsky
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.
Geoffrey Lee Kurinsky, who also goes by Geoffrey Lee Kurinsky Mr., was a registered financial professional .
Geoffrey is a previously registered financial professional and started their career in finance in 2008. Geoffrey had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 14, 2014 - April 3, 2023
GENESIS WEALTH ADVISORS, LLC
February 15, 2008 - March 16, 2016
SAGE CAPITAL MANAGEMENT LLC
Primary Firm SEC Registration
GENESIS WEALTH ADVISORS, LLC
CRD#: 158388 / SEC#: 801-72604
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Current Firm
GENESIS WEALTH ADVISORS, LLC
CRD#: 158388 / SEC#: 801-72604
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 544 |
| AUM (Assets Under Management) | $ 175,197,606 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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