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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-10-15 |
Branch Locations
1601 Jones Franklin Rd. Suite 102, Raleigh, NC 27606 • United States
6020 E. Fulton Street, Ada, MI 49301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Years Advisors | Raleigh | NC | 05/1997 | 01/2024 |
| Usa Financial Securities | Ada | MI | 10/2008 | Present |
| Generations Wealth Advisors | Raleigh | NC | 01/2024 | Present |
1. GENERATIONS WEALTH ADVISORS LLC - 1601 JONES FRANKLIN ROAD SUITE 102, RALEIGH, NC 27606. STARTED 01/2024. SELLING LTC THROUGH LIFE INSURANCE. EDUCATING ON THE NEED OF LTC AND PRESENTING OPTIONS FOR INSURANCE COVERAGE FOR THE RISK. INVESTMENT RELATED. 3 HOURS PER MONTH DEVOTED TO BUSINESS. 4 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2. GENERATIONS WEALTH ADVISORS LLC - 1601 JONES FRANKLIN ROAD SUITE 102, RALEIGH, NC 27606. STARTED 01/2024. EDUCATING AND ASSISTING CLIENTS WITH MEDICARE SUPPLEMENTS AND MEDICARE PART D. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-22 |
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