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Generational Wealth Advisors CRD 135145
$569M regulatory AUM 55 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-10 |
Branch Locations
3400 North Central Expressway Suite 100, Richardson, TX 75080 • 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 |
|---|---|---|---|---|
| Talis Advisory Services, Llc | Plano | TX | 06/2015 | Present |
| American Airlines | Fort Worth | TX | 05/1986 | Present |
| Smart Motion Aviation | Frisco | TX | 02/2001 | Present |
1)SMART MOTION, 5210 LAGO VISTA LN, FRISCO, TX 75034. BEGAN 12/2008 OWNER OF AIRCRAFT CONSULTING BUSINESS. NOT INVESTMENT RELATED. DEVOTES 25 HRS/WK. 2)AMERICAN AIRLINES, 4333 AMON CARTER BLVD, FORT WORTH, TX 76155. BEGAN 7/2017 AS CAPTAIN. NOT INVESTMENT RELATED. DEVOTES 80 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-22 |
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