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Advisor at GENERATIVE FAMILY OFFICE LLC
MORAGA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GENERATIVE FAMILY OFFICE LLC | State registered | May 9, 2024 | n/a | yes | MORAGA, CA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | May 24, 2016 | May 2, 2024 | no | SAN FRANCISCO, CA|San Francisco, CA | Previous registration |
| JACKSON FINANCIAL MANAGEMENT | Former SEC adviser | Jan 4, 2008 | Mar 27, 2015 | no | COSTA MESA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | GENERATIVE FAMILY OFFICE LLC | May 2, 2024 | May 9, 2024 | 7 | Firm change | Ibd to state RIA |
| JACKSON FINANCIAL MANAGEMENT | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Mar 27, 2015 | May 24, 2016 | 424 | Firm change after gap | Other |