Margaret L Bilby

Current Employers

Gen2 Advisors, Llc

Maitland, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-06-13

FL RA
APPROVED

Since 2025-06-13

Branch Locations

Maitland, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
David Vaughan Investments, Llc.	Winter Park	FL	08/2015	03/2024
Cyndeo Wealth Partners, Llc	Saint Petersburg	FL	03/2024	Present
Gen2 Advisors, Llc	Maitland	FL	05/2025	Present

08/2015 → 03/2024

David Vaughan Investments, Llc.

Winter Park, FL
03/2024 → Present

Cyndeo Wealth Partners, Llc

Saint Petersburg, FL
05/2025 → Present

Gen2 Advisors, Llc

Maitland, FL

Previous Registrations

2024-03-15 → 2025-07-01

Cyndeo Wealth Partners

St. Petersburg, FL
2015-09-30 → 2024-04-15

David Vaughan Investments, Llc

Winter Park, FL

Peoria, IL

Winter Park, FL
2011-06-21 → 2015-08-04

Usaa Financial Planning Services

Tampa, FL
2007-09-26 → 2011-05-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Petersburg, FL

Winter Park, FL

Other Businesses

Development Chair for Winter Park Day Nursery in Winter Park, FL. I do not receive any compensation for this position. It is a non-profit in town for which I volunteer.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-09-10

S66 Uniform Combined State Law Examination

2007-09-10

Designations

Other Names

Maggie Laughton Rogers
Margaret Laughton Rogers
Margaret Rogers
Margaret L Rogers

View on SEC IAPD