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GENERATIONAL FINANCIAL PARTNERS, LLC

ATLANTA, GA · CRD 343503 · IAPD ↗ · genfipartners.com · 770-559-0815

$0Regulatory AUM
7Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
September 2026 — GENERATIONAL FINANCIAL PARTNERS, LLC (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.