Secretary / Treasurer · Generational Wealth Advisors
Heath A. Flock
CRD 6012138 · Named on Form ADV at one SEC-registered adviser
At a glance
Generational Wealth Advisors, an SEC-registered wealth manager based in Richardson, TX with $569 million in regulatory assets, lists Heath A. Flock on its Form ADV as Secretary / Treasurer, a control person.
Firms and roles
- Generational Wealth AdvisorsSecretary / TreasurerWealth manager · Richardson, TX · $569M in regulatory assets
AtlasMembers
Heath’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Jeffrey B. EverettChief Investment Officer/chief Compliance Officer, Generational Wealth Advisors
- Ryan L. BinkleyChief Executive Officer, Generational Wealth Advisors
- Bryce D. GrayChief Operating Officer, Generational Wealth Advisors
- Terry K. JohnsonVice President, Generational Wealth Advisors
- Brenen M. HofstadterManager, Generational Wealth Advisors
1 more person named with Heath on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Heath’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.