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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-21 |
| PA | RA | APPROVED | 2015-06-30 |
Branch Locations
776 Bull Run Crossing Suite 100, Lewisburg, PA 17837 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lewisburg | PA | 06/2015 | Present |
| Good Life Advisors, Llc | Lewisburg | PA | 06/2015 | Present |
1. 06/30/2015: GENERATIONS ASSET MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 100% OF TIME SPENT 2. 07/01/2015: GOOD LIFE ADVISORS, LLC - INV REL - 30 COMMERCE DR., WYOMISSING, PA 19610 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) GOOD LIFE ADVISORS, LLC - START 07/01/2015 - 100% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE 3. GENERATIONS ASSET MANAGEMENT - REGISTERED INVESTMENT ADVISOR DBA- INV REL. AT REPORTED BUSIENSS LOCATION - PROVIDE INVESTMENT ADVISORY SERVICES AND FINANCIAL PLANNING FOR A FEE - START 07/01/2015 - 100% TIME SPENT. 4. 02/22/2016 - Good Life IA - INV REL - 776 Bull Run Crossing, Suite 100 Lewisburg, PA 17837-6418 - Non-Variable Insurance - START 02/02/2016 - 8 HOURS PER MONTH DURING TRADING - agent. 5. 1/20/2017 - R & B Insurance Services, LLC (contracted with All State) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/04/2017 - 1 Hour Per Month During Securities Trading - Fixed insurance. 6. 12/20/2018 - Generations Asset Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading. 7) 03/12/2025 - Generations Asset Management of Lock Haven, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:03/10/2025 - 2 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-12 |
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