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Robert Scott Rice

Generational Wealth Advisors

Richardson, TX

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Current Employers
Generational Wealth Advisors

3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-22
  • TX RA
    APPROVED
    Since 2026-03-22

Branch Locations

3400 N. Central Expy Suite 100, Richardson, TX 75080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grand Financial, Inc. Addison TX 09/2014 03/2017
Charles Schwab & Co., Inc. Westlake TX 03/2017 02/2026
Generational Wealth Advisors Richardson TX 02/2026 Present
  • 09/2014 → 03/2017
    Grand Financial, Inc.
    Addison, TX
  • 03/2017 → 02/2026
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2026 → Present
    Generational Wealth Advisors
    Richardson, TX
Previous Registrations
  • 2011-09-23 → 2011-12-09
    First Command Brokerage Services, Inc.
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-09
S63 Uniform Securities Agent State Law Examination 2011-08-03
  • S65 Uniform Investment Adviser Law Examination
    2011-09-09
  • S63 Uniform Securities Agent State Law Examination
    2011-08-03
Designations
Other Names
  • Robbie Rice
  • Robert Scott Rice
  • Rob Rice
  • Robert Scott Rice
  • Robert Scott Rice Jr

View on SEC IAPD

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