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Current Employers
Generation Capital Management Llc

1163 Pittsford-Victor Road #100, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-04
  • NY RA
    APPROVED
    Since 2026-08-04

Branch Locations

1163 Pittsford-Victor Road #100, Pittsford, NY 14534 • 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
Pruco Securities, Llc Rochester NY 05/2015 02/2021
Peak Brokerage Services, Llc Jupiter FL 02/2021 08/2022
Blackridge Asset Management, Llc Jupiter FL 02/2021 08/2022
Fourbridges Financial Group Rochester NY 08/2022 05/2024
Novem Group Rochester NY 08/2022 05/2024
American Portfolios Financial Services, Inc. Holbrook NY 08/2022 07/2024
Rfg Advisory, Llc Dba Sixpoint Financial Partners Pittsford NY 06/2024 06/2026
Private Client Services Pittsford NY 06/2024 07/2026
Generation Capital Management Llc Pittsford NY 07/2026 Present
  • 05/2015 → 02/2021
    Pruco Securities, Llc
    Rochester, NY
  • 02/2021 → 08/2022
    Peak Brokerage Services, Llc
    Jupiter, FL
  • 02/2021 → 08/2022
    Jupiter, FL
  • 08/2022 → 05/2024
    Fourbridges Financial Group
    Rochester, NY
  • 08/2022 → 05/2024
    Rochester, NY
  • 08/2022 → 07/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 06/2024 → 06/2026
    Rfg Advisory, Llc Dba Sixpoint Financial Partners
    Pittsford, NY
  • 06/2024 → 07/2026
    Private Client Services
    Pittsford, NY
  • 07/2026 → Present
    Pittsford, NY
Previous Registrations
Other Businesses

1. Whitcher Enterprises LLC - not investment related - 993 Middle Road, Rush, NY 14543 - Rental Property - Co-Owner - Co-Owner - 8/26/2021 - 10 hours - 0 hours - Manage Rental Properties 2. Jayhawk Health Ventures, LLC - not investment related - 3349 Monroe Avenue, Suite 24, Pittsford, NY 14543 - Medical Wellness Studio - Co-Owner - Co-Owner - 06/01/2025 - 10 hours - 0 hours - Oversee Studio Operations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
S63 Uniform Securities Agent State Law Examination 2015-07-17
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21
  • S63 Uniform Securities Agent State Law Examination
    2015-07-17
Other Names
  • Torry Burke Whitcher

View on SEC IAPD

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