Daniel Joseph Duval
President And Chief Compliance OfficerGenesis Wealth Advisors, LLCCRD 6220899
About Daniel Joseph Duval
Daniel Joseph Duval is listed as President And Chief Compliance Officer at Genesis Wealth Advisors, LLC in Braintree, MA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Genesis Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Joseph Duval work?
Daniel Joseph Duval is listed as President And Chief Compliance Officer at Genesis Wealth Advisors, LLC on SEC Form ADV.
How much of Genesis Wealth Advisors, LLC does Daniel Joseph Duval own?
Form ADV reports a beneficial ownership band of 50-75%.
Genesis Wealth Advisors, LLC
| Title | President And Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2019 |