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.

Current firm

GENERATIONS WEALTH DESIGN

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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jun 5, 2017

First registration

Jun 5, 2017

Dual registered

no

IAPD individual key

6155851

• Occurred

  Feb 6, 2023
  Advisor changed firm

  Cole Kennith Foster left Cambridge Investment Research Advisors, Inc. for Generations Wealth Design (registered 2023-01-31)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c2df2a83-6bdc-95be-5522-adbd3cf6f0e8

First observed

Jun 5, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.