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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
Branch Locations
3903 Northdale Boulevard Suite 270E, Tampa, FL 33624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 11/2024 | 07/2025 |
| United Shores Professional Baseball League | Utica | MI | 05/2022 | 06/2024 |
| Unemployed | Temple Terrace | FL | 05/2021 | 05/2022 |
| Birmingham Southern College | Birmingham | AL | 08/2017 | 05/2021 |
| Jesuit High School And King C Leon High School | Tampa | FL | 08/2013 | 05/2017 |
| Drummond Wehle Yonge Llp | Temple Terrace | FL | 06/2018 | 08/2018 |
| Unemployed | Temple Terrace | FL | 06/2024 | 11/2024 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2025 | Present |
| Generations Tax And Wealth Management Llc | Tampa | FL | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1) GENERATIONS TAX AND WEALTH MANAGEMENT LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR AND TAX RELATED SERVICE AND INVESTMENTS/WEALTH MANAGEMENT; FINANCIAL PROFESSIONAL; SINCE 8/2025; 40 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-21 |
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