Generational Capital Markets Inc.

Broker-DealerFINRA MemberEst. 2008
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Richardson, Texas
CRD number
145869
Registered since
May 2, 2008

Firm profile

FINTRX

Overview

Generational Capital Markets Inc. is organized as a corporation and is listed as SEC-registered since 2008. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is recorded as a combination of a domestic entity and an individual. The firm’s FINTRX profile indicates it does not position itself as a capital allocator or an active ESG investor. It is not marked as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Donald Sterling

    OwnerCRD 1192425

  • Lori Galloway

    Lori Galloway

    Sr. Managing DirectorCRD 1256593

  • Robert Garza

    Compliance PrincipalCRD 2647459

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richardson, TX

Dallas

Location

Richardson, TX

Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
3400 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth