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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ny Center For Interpersonal Development | Staten Island | NY | 06/2010 | 03/2019 |
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2020 | 07/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | 07/2026 |
| Lpl Financial Llc | Staten Island | NY | 07/2026 | Present |
1. 06/2026 - Generations Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-01 |
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