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Advisor at GENERATIONS WEALTH, LLC
CINCINNATI, OH
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 |
|---|---|---|---|---|---|---|
| GENERATIONS WEALTH, LLC | Independent wealth | Aug 10, 2018 | n/a | yes | CINCINNATI, OH | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 14, 2010 | May 15, 2012 | no | Cincinnati, OH | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jan 12, 2005 | May 27, 2010 | no | COVINGTON, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | GENERATIONS WEALTH, LLC | May 15, 2012 | Aug 10, 2018 | 2,278 | Firm change after gap | Wirehouse to RIA |
| STRATEGIC ADVISERS LLC | J.P. MORGAN SECURITIES LLC | May 27, 2010 | Jun 14, 2010 | 18 | Firm change | Ibd to wirehouse |