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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-27 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
6760 Horizon Rd Suite 100, Rockwall, TX 75032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Generations Financial Mangement | Heath | TX | 08/2020 | Present |
| Louisiana State University | Baton Rouge | LA | 08/2017 | 05/2020 |
| Austin Institute For The Study Of Family And Culture | Austin | TX | 05/2017 | 08/2017 |
| Baylor University | Waco | TX | 08/2013 | 05/2017 |
| Advisor Resource Council | Dallas | TX | 08/2020 | 06/2022 |
| Advisor Resource Council | Dallas | TX | 06/2022 | Present |
Ameritas; 1350 Broadway Suite 2201 New York, NY 10018; Life Insurance Company; Position: Life insurance agent (non-variable only); Start: 8/19/2020; Hours/Month: 40; Hours/month during trading hours: 40. One Resource Group; 13548 Zubrick Rd. Roanoke, IN 46783; Life Insurance Company; Position: Life insurance agent (non-variable only); Start: 8/19/2020; Hours/Month: 40; Hours/month during trading hours: 40. Cypert insurance Agency; 6760 Horizon Rd. Suite 100, Heath, TX 75032; Property and Casualty Insurance, Property and Casualty Agent; 8/17/2023; Hours/Month: 8; Hours/month during trading hours: 8 Generations Financial Management, LLC, investment-related; 6760 Horizon Rd. Suite 100, Heath, TX 75032; Registered Investment Advisor DBA - IAR; Partner; 4/1/2024, 120; 120; Provide Financial planny and investment advisory service through Advisor Resource Council, and independent registered investment advisor firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-26 |
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