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Gina Petrelli Aldaz

Generational Wealth Advisors

Richardson, TX

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Current Employers
Generational Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-30
  • TX RA
    APPROVED
    Since 2021-03-30

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 Advisors Plano TX 04/2014 09/2018
Neteffect Marketing Frisco TX 09/2018 02/2021
Generational Wealth Advisors Richardson TX 03/2021 Present
Generational Wealth Advisors Richardson TX 03/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-02
  • S65 Uniform Investment Adviser Law Examination
    2016-03-02
Other Names
  • Gina Michelle Petrelli
  • Gina M Petrelli

View on SEC IAPD

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