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3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-01 |
Branch Locations
3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Longview | TX | 08/2016 | 05/2018 |
| Ross Dress For Less | Longview | TX | 05/2018 | 08/2018 |
| Student | Longview | TX | 08/2018 | 05/2019 |
| Walmart | Longview | TX | 05/2019 | 08/2019 |
| Student | Lubbock | TX | 08/2019 | 05/2020 |
| Chick-Fil-A | Lubbock | TX | 05/2020 | 03/2021 |
| Student | Lubbock | TX | 03/2021 | 07/2023 |
| Generational Wealth Advisors | Richardson | TX | 07/2023 | Present |
| Generational Wealth Advisors | Richardson | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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