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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
| FL | RA | APPROVED | 2026-07-03 |
Branch Locations
Greenacres City, FL • United States
1300 North Federal Hwy Ste 101, Boca Raton, FL 33432 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whole Brain Investing Inc | Deerfield Beach | FL | 05/2012 | 07/2026 |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2013 | 07/2026 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2013 | 07/2026 |
| Lpl Financial Llc | Greenacres | FL | 07/2026 | Present |
1. 6/2026 - Generations Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 120 Hour(s)/Month – 120 Hour(s) During Trading - Boca Raton FL 33432 - OBA Start date: 7/1/2026 2. 6.2026 - Greg Sansum - Non-Variable Insurance - INV REL - 1 Hour(s)/Month – 1 Hour(s) During Trading - Boca Raton FL 33432 - OBA Start date: 07/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-22 |
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