DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GENERATIONAL LEGACIES WEALTH MANAGEMENT
COEUR D'ALENE, ID
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 |
|---|---|---|---|---|---|---|
| GENERATIONAL LEGACIES WEALTH MANAGEMENT | State registered | Sep 12, 2023 | n/a | yes | COEUR D'ALENE, ID | Current employment |
| GRUPP FINANCIAL LLC | Other adviser | Feb 23, 2021 | Aug 9, 2023 | no | JACKSON, WY|Coeur d'Alene, ID|Post Falls, ID | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jun 23, 2008 | Feb 11, 2021 | no | SPOKANE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRUPP FINANCIAL LLC | GENERATIONAL LEGACIES WEALTH MANAGEMENT | Aug 9, 2023 | Sep 12, 2023 | 34 | Firm change | RIA to state RIA |
| UBS FINANCIAL SERVICES INC. | GRUPP FINANCIAL LLC | Feb 11, 2021 | Feb 23, 2021 | 12 | Firm change | Other |