GENERATIONS WEALTH PLANNING LLC
CRD #294608 SEC #801-112852 SARASOTA, FL 941-316-0282
SEC Registered
Total AUM
$4.7M
Discretionary
$4.7M
Employees
3
Clients
--
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | E | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | E | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | E | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | E | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | E | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | E | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | D | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | D | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | D | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | D | Control |
| LYONS, ROBERT, EMMETT | I | MANAGING MEMBER | D | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LYONS, KEVIN, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Apr 21, 2022 REGISTERED
Notice Filings (4)
FL LA OH TX
Address
1819 MAIN ST.SUITE 106
SARASOTA, FL 34236
United States
Phone: 941-316-0282