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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-09-25 |
| TX | RA | APPROVED | 2020-09-18 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
6991 Camelback Rd. Suite C-152, Scottsdale, AZ 85251 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Scottsdale | AZ | 05/2009 | 09/2020 |
| Nations Financial Group, Inc. | Scottsdale | AZ | 09/2020 | Present |
GECKO LLC. 6991 E CAMELBACK RD, STE C-152 SCOTTSDALE, AZ 85251. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS TO MANAGE OFFICE SPACE. POSITION IS OWNER, STARTED 1/1/2011. SPEND APPROX 4 HOURS PER MONTH ON BUSINESS, 0 DURING SECURITY TRADING HOURS. DUTIES: PARTNER/LOGISTICAL SUPPORT. /// BFT MOBILE LLC. 8059 E SANDIA CIR MESA, AZ 85207. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS REAL ESTATE. POSITION IS AGENT, STARTED 02/11/2025. SPEND APPROX 1 HOURS PER MONTH ON BUSINESS, 0 HOURS DURING SECURITY TRADING HOURS. DUTIES: MAINTAIN LLC./// GENERATIONS WEALTH MANAGEMENT. 6991 E CAMELBACK RD., SUITE C-152. SCOTTSDALE, AZ 85251. IS INVESTMENT RELATED. NATURE OF BUSINESS IS FINANCIAL PLANNING, INVESTMENT AND ADVISORY SERVICES. POSITION IS FINANCIAL ADVISOR. START DATE IS 4/22/2025. APPROX 160 HOURS PER MONTH DEVOTED TO BUSINESS. 160 HOURS DURING SECURITY TRADING HOURS. DUTIES ARE FINANCIAL PLANNING, INVESTMENT AND ADVISORY SERVICES. ///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-19 |
| S65 | Uniform Investment Adviser Law Examination | 1992-06-15 |
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