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Clifford Richard Kolson

Dba Generational Wealth Strategies

Irvine, CA

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Current Employers
Dba Generational Wealth Strategies

2 Venture, Suite 460, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-15
  • CA RA
    APPROVED
    Since 2025-09-15

Branch Locations

2 Venture Suite 460, Irvine, CA 92618 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Advantage Asset Management, Inc. Irvine CA 02/1994 Present
  • 02/1994 → Present
    Advantage Asset Management, Inc.
    Irvine, CA
Previous Registrations
  • 2009-01-08 → 2009-04-06
    Next Financial Group, Inc.
    Irvine, CA
    Houston, TX
  • 2002-07-30 → 2008-12-31
    Private Consulting Group, Inc.
    Irvine, CA
    Portland, OR
Other Businesses

1-CLIFFORD R KOLSON-INSURANCE AGENT, TIME SPENT 25%, OWNERSHIP 100% 2-CLIFFORD R KOLSON-CALIFORNIA REAL ESTATE BROKER, TIME SPENT 0%, OWNERSHIP 100%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-07-02
  • S63 Uniform Securities Agent State Law Examination
    1992-07-02
Other Names
  • Kip Kolson

View on SEC IAPD

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