DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GENERATIONS INVESTMENT ADVISORS, LLC
HIGH POINT, NC
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 |
|---|---|---|---|---|---|---|
| GENERATIONS INVESTMENT ADVISORS, LLC | State registered | Aug 9, 2006 | n/a | yes | HIGH POINT, NC | Current employment |
| EFFICIENT ADVISORS | Former SEC adviser | Dec 2, 2022 | Aug 21, 2025 | no | High Point, NC | Previous registration |
| SOWELL MANAGEMENT | Independent wealth | May 14, 2019 | Mar 1, 2023 | no | NORTH LITTLE ROCK, AR|Hight Point, NC | Previous registration |
| MATSON MONEY, INC. | Mixed wealth | May 25, 2017 | Sep 10, 2025 | no | High Point, NC | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Apr 1, 2005 | Aug 9, 2006 | no | HIGH POINT, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MATSON MONEY, INC. | SOWELL MANAGEMENT | Sep 10, 2025 | May 14, 2019 | -2,311 | Firm change after gap | RIA to RIA |
| EFFICIENT ADVISORS | n/a | Aug 21, 2025 | n/a | n/a | Departure no registered destination | Departure |
| SOWELL MANAGEMENT | EFFICIENT ADVISORS | Mar 1, 2023 | Dec 2, 2022 | -89 | Firm change after gap | RIA to RIA |
| NEXT FINANCIAL GROUP, INC. | GENERATIONS INVESTMENT ADVISORS, LLC | Aug 9, 2006 | Aug 9, 2006 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127145:150144:NC:2023-03-01 | Mar 1, 2023 | Dec 2, 2022 | HIGHT POINT, NC | Firm change after gap |