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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Generations Financial Services | Livingston | TX | 10/2013 | Present |
| Securities America Inc | Livingston | TX | 12/2014 | 06/2024 |
| Securities America Advisors | Livingston | TX | 01/2017 | 06/2024 |
| Osaic Wealth, Inc. | Livingston | TX | 06/2024 | 06/2025 |
| Lpl Financial Llc | Livingston | TX | 06/2025 | Present |
1. 06/16/2025 - Multigenerational Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Livington TX, 77351 - Start Date: 06/16/2025 - 180 Hrs/Mth - 40 Hrs During Trading. - Time Spent: 90 2) 06/16/2025 - Multigenerational Wealth Strategies, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:01/01/2017 - 8 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-29 |
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