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3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boyd - High School Student | Mckinney | TX | 07/2015 | 06/2019 |
| Generational Wealth Advisors | Richardson | TX | 06/2023 | Present |
| Generational Wealth Advisors | Richardson | TX | 04/2025 | Present |
| University Of Nebraska Lincoln | Lincoln | NE | 08/2019 | 05/2020 |
| Usm | Dallas | TX | 07/2020 | 06/2021 |
| Collin College | Mckinney | TX | 08/2021 | 05/2022 |
| University Of Texas | Richardson | TX | 08/2022 | 12/2024 |
I am involved with another start-up LLC. The company focuses on small construction remodeling projects around Houston, Texas. I receive no compensation for my remote work, but I have 30% of the equity in the company. I help the other member of the LLC make decisions since I have more experience in management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-19 |
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