Co-Trustee of John Binkley JR. Trust NO. 4 · Generational Wealth Advisors
John H. Binkley
CRD 5376244 · 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 John H. Binkley on its Form ADV as Co-Trustee of John Binkley JR. Trust NO. 4, a control person.
Firms and roles
- Generational Wealth AdvisorsCo-Trustee of John Binkley JR. Trust NO. 4Wealth manager · Richardson, TX · $569M in regulatory assets
AtlasMembers
John’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
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- When each role began
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Colleagues named on the same filings (7)
- Jeffrey B. EverettChief Investment Officer/chief Compliance Officer, Generational Wealth Advisors
- Ryan L. BinkleyChief Executive Officer, Generational Wealth Advisors
- Heath A. FlockSecretary / Treasurer, Generational Wealth Advisors
- Bryce D. GrayChief Operating Officer, Generational Wealth Advisors
- Terry K. JohnsonVice President, Generational Wealth Advisors
2 more people named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.