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Geilesha A. Taylor

Some features on this profile are disabled
CRD#: 7636227
GT

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.

Geilesha Adele Taylor, who also goes by Geilesha A Kurfman, Geilesha Adele Kurfman, Lauren Adele Kurfman, was a registered financial professional .

Geilesha is a previously registered financial professional and started their career in finance in 2022. Geilesha had worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Geilesha A Kurfman | Geilesha Adele Kurfman | Lauren Adele Kurfman

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.
**KURFMAN, GEILESHA ADELE (AMWAY IBO) POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2024 ADDRESS: 1062 38th St, Des Moines IA 50311, United States DESCRIPTION: I sell consumable products to friends and family and teach other people to be able to have their own businesses through a blueprint design set by the Amway organization. **IOWA LIBERTARIAN PARTY POSITION: Secretary NATURE: Secretary of Iowa Libertarian Party INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 1062 38th St, Des Moines IA 50311, United States DESCRIPTION: Take meeting minutes for all meetings and conventions and publish to website for the Libertarian of Iowa party.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 6, 2025 - February 14, 2025

DIRECTED SERVICES LLC

BD
CRD#: 21675
DES MOINES, IA
Past

June 24, 2024 - January 6, 2025

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
DES MOINES, IA
Past

May 29, 2024 - January 6, 2025

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

November 7, 2023 - April 24, 2024

FBL WEALTH MANAGEMENT, LLC

RIA
CRD#: 291396
West Des Moines, IA
Past

October 25, 2023 - April 24, 2024

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA
Past

January 19, 2023 - August 18, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CLIVE, IA
Past

December 9, 2022 - August 18, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CLIVE, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/17/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/21/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/9/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/10/2022
Securities Industry Essentials Examination

Current Firm

DS
DIRECTED SERVICES LLC
DIRECTED SERVICES LLC | DIRECTED SERVICES, LLC | DIRECTED SERVICES, INC.

CRD#: 21675 / SEC#: 801-32675, 8-39104

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
Suite 200 100, Scottsdale, AZ 85258
Mailing Address
Suite 1350 699 Walnut Street, Des Moines, IA 50309
Phone number
(515) 410-3008
Established
Delaware since 12/01/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

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

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
VENERABLE HOLDINGS, INCSHAREHOLDER
BROWN, KENNETH LEEPRESIDENT, CHIEF EXECUTIVE OFFICER, BOARD MEMBER5621811
ELLIS, ANGELA LEACHIEF COMPLIANCE OFFICER5969191
GELFAND, RICHARD EDWARDCHIEF FINANCIAL OFFICER5255203
HARDING, KRISTI LYNNBOARD MEMBER4017100

Disclosures

Regulatory Event2

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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Company Information

DIRECTED SERVICES LLC

CRD#: 21675

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