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Stephen Craig Tosi

Generations Investment Advisors, LLC

High Point, NC

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Current Employers
Generations Investment Advisors, Llc

High Point, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2006-08-09
  • NC RA
    APPROVED
    Since 2006-08-09

Branch Locations

High Point, NC • 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
Generations Investment Advisors, Llc High Point NC 08/2006 Present
Matson Money, Inc. Mason OH 01/2017 Present
Sowell Management North Little Rock AR 05/2019 Present
Efficient Advisors, Llc Cincinnati OH 08/2020 Present
Previous Registrations
  • 2017-05-25 → 2025-09-10
    Matson Money, Inc.
    High Point, NC
  • 2022-12-02 → 2025-08-21
    Efficient Advisors
    High Point, NC
  • 2019-05-14 → 2023-03-01
    Sowell Management
    North Little Rock, AR
    Hight Point, NC
  • 2005-04-01 → 2006-08-09
    Next Financial Group, Inc.
    High Point, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-02
  • S66 Uniform Combined State Law Examination
    2003-05-02

View on SEC IAPD

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