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Kevin Patrick 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
AZ RA APPROVED 2014-05-01
TX RA APPROVED_RES 2012-05-17
CA RA APPROVED 2005-07-29
  • AZ RA
    APPROVED
    Since 2014-05-01
  • TX RA
    APPROVED_RES
    Since 2012-05-17
  • CA RA
    APPROVED
    Since 2005-07-29

Branch Locations

2 Venture, Suite 460, Irvine, CA 92694 • 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 11/2004 Present
  • 11/2004 → Present
    Advantage Asset Management, Inc.
    Irvine, CA
Previous Registrations
  • 2009-01-08 → 2009-04-06
    Next Financial Group, Inc.
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-28
S63 Uniform Securities Agent State Law Examination 2005-06-30
  • S65 Uniform Investment Adviser Law Examination
    2005-07-28
  • S63 Uniform Securities Agent State Law Examination
    2005-06-30
Designations
Other Names
  • Kevin P Kolson

View on SEC IAPD

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