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Jeffrey Brent Everett

Generational Wealth Advisors

Richardson, TX

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Current Employers
Generational Wealth Advisors

3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2005-06-02
  • TX RA
    APPROVED
    Since 2005-06-02

Branch Locations

3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Talis Advisory Services, Llc Richardson TX 04/2005 Present
  • 04/2005 → Present
    Talis Advisory Services, Llc
    Richardson, TX
Previous Registrations
  • 1999-09-28 → 2005-12-31
    Profisys, Llc
    Plano, TX
Other Businesses

TALIS FINANCIAL SERVICES, LLC INVESTMENT-RELATED 3400 N. Central Expy, Suite 100 Richardson, TX 75080 MEMBER OF LLC - compensation only as managing member (distributions) JANUARY 1, 2012 NONE - NONE DURING SECURITIES TRADING HOURS

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