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Current Employers
Generational Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APP_PEND_IARCE 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Grosse Point, MI • United States

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 Plano TX 10/2018 Present
Generational Equity Dallas TX 06/2017 Present
Majestic Advisors, Inc. Grosse Pointe Farms MI 08/2001 Present
Majestic Auto Leasing, Llc Grosse Pointe Farms MI 01/1999 Present
Majestic Strong Tower, Llc Grosse Pointe Farms MI 01/2007 Present
  • 10/2018 → Present
    Talis Advisory Services, Llc
    Plano, TX
  • 06/2017 → Present
    Generational Equity
    Dallas, TX
  • 08/2001 → Present
    Majestic Advisors, Inc.
    Grosse Pointe Farms, MI
  • 01/1999 → Present
    Majestic Auto Leasing, Llc
    Grosse Pointe Farms, MI
  • 01/2007 → Present
    Majestic Strong Tower, Llc
    Grosse Pointe Farms, MI
Other Businesses

1.) Majestic Advocacy Group, PLLC - 21 Kercheval Ave, Suite 265, Grosse Pointe Farms, MI -single member law firm since 1999 - non-investment related 2.) Majestic Advisory Group, PLLC - 21 Kercheval Ave, Suite 265, Grosse Pointe Farms, MI - single member accounting firm since 1999 - offers investment advisory services to business 3.) Majestic Realty Group, LLC - 21 Kercheval Ave, Suite 265, Grosse Pointe Farms, MI - real estate broker since 2000 - real estate only 4.) Majestic Advisors, Inc. 21 Kercheval Ave, Suite 265, Grosse Pointe Farms, MI - 100% S-corp Shareholder - President - Serves as primary overseeing company of consulting work and it owns a minority interest in Majesty Operating Partners, LLC and Majesty Partners, LLC with his former business partner and his son that pursues private equity investment opportunities. 5.) Majestic Strong Tower, LLC - Grosse Pointe Farms, MI - Manager - since 01/2007 - investment related - Entity holds private investment and is closed to investors. 6.) Senior Business Strategist; Generational Consulting Group; Investment Related: No; 3400 N. Central Expressway, Suite 100 Richardson, TX 75080; Facilitate periodic consulting engagements with clients; Start date with business: June 1, 2022; Hours devoted to business outside trading hours: 2-4 hours / month on average after trading hours; Hours devoted to business during trading hours: 2-4 hours / month on average during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-11
  • S65 Uniform Investment Adviser Law Examination
    2019-01-11

View on SEC IAPD

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