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1239 N Gulfstream Ave. Suite 4, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED | 2021-06-15 |
Branch Locations
1239 N Gulfstream Ave. Suite 4, Sarasota, FL 34236 • United States
8031 Lakewood Main Street Suite 103, Lakewood, FL 34202 • United States
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 |
|---|---|---|---|---|
| American Funds/Capital Group Co'S | Los Angeles | CA | 03/2012 | 12/2019 |
| Wealthgen Advisors, Llc | Bradenton | FL | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-25 |
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