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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
| GA | RA | APPROVED | 2026-07-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Greensboro, GA • United States
1300 North Federal Hwy, Ste 101, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 03/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 03/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2019 | 07/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2019 | 07/2026 |
| Lpl Financial Llc | Greensboro | GA | 07/2026 | Present |
1. 6/2026 - Generations Wealth Advisors - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - Boca Raton FL 33432 - OBA Start date: 7/1/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-10 |
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