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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-03-03 |
Branch Locations
12100 Meredith Dr Ste 103E, Urbandale, IA 50322 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1126 2Nd Street, Perry, IA 50220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Financial | West Des Moins | IA | 09/2018 | Present |
| Student | Waukee | IA | 08/2001 | 05/2018 |
| Kestra Investment Services, Llc | Perry | IA | 12/2020 | Present |
| Unemployed | Waukee | IA | 05/2018 | 09/2018 |
| Kestra Advisory Services, Llc | Perry | IA | 03/2022 | Present |
Name: Generations Wealth Advisors LLC Investment Related: Yes Address: 1126 2nd Street Perry IA 50220 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial planning director Start Date: 1/1/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial planning and investments Name: GENERATIONS WEALTH ADVISORS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2021 ADDRESS: 1126 2nd St, Perry IA 50220, United States DESCRIPTION: Selling Life Insurance Name: DALLAS COUNTY HOSPITAL FOUNDATION BOARD POSITION: Board Member / Treasurer NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 610 10th St, Perry IA 50220, United States DESCRIPTION: Attend Meetings / discuss hospital proceedings / needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-04 |
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