DFX Intelligence

Data Factory

C••••••••• W••••• S•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

C••••••••• W••••• S•••••••• L••

GENERALTIONAL WEALTH SERVICES, LLC, CRD 147372

PARSIPPANY, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:392c6cf5-2bf1-f94a-0648-cb4287dedef4

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 13, 2026 to Sep 13, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $91.7M••• Locked
Discretionary RAUM: $91.7M
Private client RAUM: $91.7Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E•••• K•••• M•••••	n/a	JERICHO, NY \| Jericho, NY \| PARSIPPANY, NJ	1	30	4	yes
B•••• T••••• A••••	n/a	Jericho, NY \| JERICHO, NY \| PARSIPPANY, NJ \| BOCA RATON, FL	1	25

Relationships

Registered with (4)

← J••••• M••••• K••••••Advisorregistration: previous registration
Jun 24, 2008 to Jan 17, 2025factForm ADV
← E•••• K•••• M•••••Advisorregistration: current employment
Jan 31, 2025 to presentfactForm ADV
← B•••• T••••• A••••Advisorregistration: current employment
Jan 31, 2025 to presentfactForm ADV
← J•••• M••• K•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

First seen by DFX
Sep 19, 2026
date not stated
J••••• M••••• K•••••• no longer holds an investment adviser registration (last listed at C••••••••• W••••• S•••••••• L•• on the 2026-09-18 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:392c6cf5-2bf1-f94a-0648-cb4287dedef4
First observed: Sep 13, 2026
Last observed: Sep 13, 2026 9 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.