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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MARGARET L BILBY

Advisor at GEN2 ADVISORS, LLC

MAITLAND, FL

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Search this name across graphsid dfx:ria:920eb3e0-a829-507a-d963-6d43ce4d673d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 26, 2007 to Sep 14, 2026

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

Current firm: GEN2 ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 10, 2007
First registration: Sep 26, 2007
Dual registered: no
Other names: MAGGIE LAUGHTON ROGERS|MARGARET LAUGHTON ROGERS|MARGARET ROGERS|MARGARET L ROGERS
IAPD individual key: 5011099

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GEN2 ADVISORS, LLC	State registered	Jun 13, 2025	n/a	yes	MAITLAND, FL	Current employment
CYNDEO WEALTH PARTNERS	Independent wealth	Mar 15, 2024	Jul 1, 2025	no	ST. PETERSBURG, FL	Previous registration
DAVID VAUGHAN INVESTMENTS, LLC	Independent wealth	Sep 30, 2015	Apr 15, 2024	no	WINTER PARK, FL\|PEORIA, IL\|Winter Park, FL	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jun 21, 2011	Aug 4, 2015	no	TAMPA, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 26, 2007	May 10, 2011	no	SAINT PETERSBURG, FL\|WINTER PARK, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CYNDEO WEALTH PARTNERS	GEN2 ADVISORS, LLC	Jul 1, 2025	Jun 13, 2025	-18	Firm change	RIA to state RIA
DAVID VAUGHAN INVESTMENTS, LLC	CYNDEO WEALTH PARTNERS	Apr 15, 2024	Mar 15, 2024	-31	Firm change after gap	RIA to RIA
USAA FINANCIAL PLANNING SERVICES	DAVID VAUGHAN INVESTMENTS, LLC	Aug 4, 2015	Sep 30, 2015	57	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	USAA FINANCIAL PLANNING SERVICES	May 10, 2011	Jun 21, 2011	42	Firm change	Wirehouse to new firm

Relationships

Registered with (5)

→ GEN2 ADVISORS, LLCRegistered adviserregistration: current employment
Jun 13, 2025 to presentfactForm ADV
→ CYNDEO WEALTH PARTNERSRegistered adviserregistration: previous registration
Mar 15, 2024 to Jul 1, 2025factForm ADV
→ DAVID VAUGHAN INVESTMENTS, LLCRegistered adviserregistration: previous registration
Sep 30, 2015 to Apr 15, 2024factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 21, 2011 to Aug 4, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 26, 2007 to May 10, 2011factForm ADV

Dated events

Occurred
Jul 1, 2025
Advisor changed firm
Margaret L Bilby left Cyndeo Wealth Partners for Gen2 Advisors, Llc (registered 2025-06-13)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2024
Advisor changed firm
Margaret L Bilby left David Vaughan Investments, Llc for Cyndeo Wealth Partners (registered 2024-03-15)
Form ADVobserved 5 days ago