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Advisor at GENERATIONAL WEALTH ADVISORS
Richardson, TX
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 WEALTH ADVISORS | Independent wealth | Mar 22, 2026 | n/a | yes | Richardson, TX | Current employment |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Sep 23, 2011 | Dec 9, 2011 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST COMMAND FINANCIAL PLANNING, INC. | GENERATIONAL WEALTH ADVISORS | Dec 9, 2011 | Mar 22, 2026 | 5,217 | Firm change after gap | Other |