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Marshfield, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-09 |
| FL | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2024-12-06 |
| MA | RA | APPROVED | 2022-03-16 |
Branch Locations
Marshfield, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Braintree | MA | 01/2015 | 11/2021 |
| Generous Wealth Management Llc | Marshfield | MA | 12/2021 | Present |
| Dope Cfo Wealth Management Llc | Marshfield | MA | 06/2025 | Present |
Lee Generous is currently employed as a Franchise Owner for Dope CFO Certified Advisors. This activity accounts for approximately 70% of their time. This business is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-08 |
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