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Stephen Thomas Hart

Generational Wealth Advisors

Richardson, TX

CRD 6486247

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Employer firm

Generational Wealth Advisors CRD 135145

$569M regulatory AUM 55 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Generational Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-05-01
  • TX RA
    APPROVED
    Since 2015-05-01

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
OrganizationCityStateFromTo
Talis Advisory Services, Llc Plano TX 03/2015 Present
  • 03/2015 → Present
    Talis Advisory Services, Llc
    Plano, TX
Other Businesses

Licensed Insurance Agent for life, accident, and health insurance; December 2016; less than 5hrs/month during trading hours

Designations
  • Certified Financial Planner

View on SEC IAPD

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