DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GENERATION CAPITAL MANAGEMENT LLC
PITTSFORD, NY
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 |
|---|---|---|---|---|---|---|
| GENERATION CAPITAL MANAGEMENT LLC | Other adviser | Aug 4, 2026 | n/a | yes | PITTSFORD, NY | Current employment |
| RFG ADVISORY, LLC | Independent wealth | Jun 4, 2024 | Jun 30, 2026 | no | PITTSFORD, NY|VESTAVIA HILLS, AL | Previous registration |
| NOVEM GROUP | Independent wealth | Aug 17, 2022 | May 31, 2024 | no | ROCHESTER, NY | Previous registration |
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | Feb 1, 2021 | Aug 17, 2022 | no | Williamsville, NY|JUPITER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RFG ADVISORY, LLC | GENERATION CAPITAL MANAGEMENT LLC | Jun 30, 2026 | Aug 4, 2026 | 35 | Firm change | Other |
| NOVEM GROUP | RFG ADVISORY, LLC | May 31, 2024 | Jun 4, 2024 | 4 | Firm change | RIA to RIA |
| BLACKRIDGE ASSET MANAGEMENT, LLC | NOVEM GROUP | Aug 17, 2022 | Aug 17, 2022 | 0 | Firm change | Ibd to RIA |