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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-12 |
| DC | RA | APPROVED | 2024-02-07 |
| NC | RA | APPROVED | 2024-01-10 |
| VA | RA | APPROVED | 2024-01-02 |
Branch Locations
1601 Jones Franklin Rd. Suite 102, Raleigh, NC 27606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Vinton | VA | 08/2018 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Vinton | VA | 09/2019 | 12/2023 |
| Navy Federal Credit Union | Chesapeake | VA | 08/2016 | 08/2018 |
| Army National Guard | Portsmouth | VA | 03/2014 | Present |
| Generations Wealth Advisors Llc | Raleigh | NC | 01/2024 | Present |
| Usa Financial Securities | Ada | MI | 01/2024 | Present |
Generations Wealth Advisors LLC - 1601 Jones Franklin Rd. STE 102, Raleigh, NC 27606. Started 01/2024. Financial Advisor. Fixed and annuity sales. Serve clients as an financial advisor. Investment related. 20 hours per month devoted to business. 10 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-19 |
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