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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-03 |
Branch Locations
1300 North Federal Hwy, Ste 101, , Boca Raton , FL 33432 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1300 North Federal Hwy Ste 101, Boca Raton, FL 33432 • 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 |
|---|---|---|---|---|
| Generations Wealth Advisors | Boca Raton | FL | 02/2011 | Present |
| Sterling Jewelers, Inc. | Akron | OH | 08/2016 | 02/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2018 | 07/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2018 | 07/2026 |
| Lpl Financial Llc | Boca Raton | FL | 07/2026 | Present |
1. 06/2026 - GENERATIONS WEALTH ADVISORS - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/1/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-09-16 |
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