Heath Adam Flock

Current Employers

Generational Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-05-14

TX RA
APPROVED

Since 2018-05-14

Branch Locations

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

Organization	City	State	From	To
Generational Equity, Llc	Dallas	TX	06/2016	Present
Talis Advisory Services, Llc	Plano	TX	05/2018	Present

06/2016 → Present

Generational Equity, Llc

Dallas, TX
05/2018 → Present

Talis Advisory Services, Llc

Plano, TX

Previous Registrations

2015-06-01 → 2016-06-01

Lcm Global Partners Llc

Dallas, TX

Tampa, FL
2012-01-31 → 2014-08-14

Cassia Capital Partners Llc

Winston Salem, NC

Other Businesses

Generational Equity, LLC (GE) - Chief Operating Officer and Chief Financial Officer - not investment related - GE is a sell side advisory firm in the mergers and acquisitions industry. I oversee the accounting, human resource, information technology, client service, and business evaluation groups.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-12-15

S65 Uniform Investment Adviser Law Examination

2011-12-15

View on SEC IAPD