AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JG

Joseph D. Geneser

UHY CAPITAL GROUP
Farmington Hills, MI 48334
Some features on this profile are disabled
CRD#: 5679829
JG

Professional summary

Joseph Daniel Geneser JR., who also goes by Jd Geneser, Joseph Daniel Geneser, is a registered financial professional currently at UHY CAPITAL GROUP, LLC located in Farmington Hills, Michigan.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2010. Joseph has worked at 3 firms and has passed the Series 63, Series 79TO, Series 82TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jd Geneser | Joseph Daniel Geneser

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Daniel Geneser JR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 24, 2022 - Present

UHY CAPITAL GROUP, LLC

Office #1: 27725 Sansbury Blvd Suite 385, Farmington Hills, MI 48334
BD
CRD#: 117867
Farmington Hills, MI
Past

January 13, 2016 - January 3, 2022

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

May 27, 2010 - January 26, 2016

LWBJ INVESTMENT SERVICES, LLC

BD
CRD#: 150606
WEST DES MOINES, IA

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(10/24/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 12/21/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/5/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/23/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

UC
UHY CAPITAL GROUP, LLC
CENTERPRISE CAPITAL, LLC | UHY CAPITAL GROUP, LLC | UHY ADVISORS CORPORATE FINANCE, LLC

CRD#: 117867 / SEC#: , 8-53608

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
27725 Stansbury Blvd Suite 385, Farmington Hills, MI 48334
Mailing Address
27725 Stansbury Blvd Suite 385, Farmington Hills, MI 48334
Phone number
(312) 399-8514
Established
Delaware since 12/22/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
UHY ADVISORS, INC.SHAREHOLDER
CONTI, ALEX JOHNCEO4436583
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER, FINOP, CFO2889637

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.

Company Information

UHY CAPITAL GROUP, LLC

CRD#: 117867Farmington Hills, MI 48334

TRUST BUT VERIFY

Monitor Joseph Geneser

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
Lyndon L Davis
Lyndon DavisAdvisorCheck Check Mark
LIGHTSQUARE WEALTH MANAGEMENT, LLC
IAR
Farmington Hills, MI
Michael Haven Delap
Michael DelapAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.