Glen David Amason

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-15

Branch Locations

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

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	01/2020	04/2024
Scottrade, Inc.	Denton	TX	09/2013	10/2016
Capital One Investing, Llc	Irving	TX	11/2016	08/2017
Fisher Investments	Plano	TX	09/2017	02/2018
Kestra Financial, Inc.	Irving	TX	05/2018	01/2020
Fidelity Brokerage Services, Llc	Westlake	TX	01/2020	04/2024
Halcyon Wealth Advisors, Llc	Irving	TX	04/2018	01/2020
Generational Wealth Advisors, Llc	Richardson	TX	04/2024	12/2025
Vanguard Marketing Corporation	Plano	TX	12/2025	Present
The Vanguard Group, Inc.	Plano	TX	12/2025	Present
Vanguard Advisers, Inc.	Plano	TX	12/2025	Present

2024-04-16 → 2025-12-09

Generational Wealth Advisors

Richardson, TX
2020-02-07 → 2024-04-04

Fidelity Personal And Workplace Advisors

Westlake, TX
2018-05-10 → 2020-01-09

Kestra Advisory Services, Llc

Irving, TX

Austin, TX
2017-09-20 → 2018-02-27

Fisher Investments

Plano, TX

Plano, TX
2017-01-05 → 2017-08-15

Capital One Advisors, Llc

Plano, TX

Mclean, VA
2013-01-03 → 2013-09-05

Strategic Advisers Llc

Westlake, TX
2011-05-04 → 2011-10-28

Bb&T Investment Services, Inc.

Charlotte, NC

Dallas, TX
2010-09-21 → 2011-01-24

Commerce Wealth Advisers, Llc

Frisco, TX
2009-09-04 → 2010-06-11

Cambridge Investment Research Advisors, Inc.

Grapevine, TX
2007-10-15 → 2009-09-11

Charles Schwab & Co., Inc.

Southlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-09-10
S65	Uniform Investment Adviser Law Examination	1993-02-23
S63	Uniform Securities Agent State Law Examination	1993-02-16

Other Firms