John D. Pritchett

GENERATIONAL WEALTH ADVISORS

Richardson, TX 75080

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CRD#: 6775793

Professional summary

John David Pritchett, CFP®, who also goes by Jd Pritchett, John D Pritchett, is a registered financial advisor currently at GENERATIONAL WEALTH ADVISORS located in Richardson, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jd Pritchett | John D Pritchett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Pritchett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

December 22, 2025 - Present

GENERATIONAL WEALTH ADVISORS

Office #1: 3400 North Central Expressway Suite 100, Richardson, TX 75080

RIA

CRD#: 135145

Richardson, TX

Past

October 24, 2025 - December 23, 2025

LPL FINANCIAL LLC

CRD#: 6413

AUSTIN, TX

Past

September 2, 2025 - December 23, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

AUSTIN, TX

Past

April 20, 2025 - May 7, 2025

STRATEGIC FINANCIAL PLANNING, INC.

RIA

CRD#: 118450

PLANO, TX

Past

October 27, 2022 - February 22, 2025

NORTH RIDGE

RIA

CRD#: 157516

BEAVERTON, OR

Past

June 16, 2021 - October 14, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Dallas, TX

Past

March 16, 2021 - October 14, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Dallas, TX

Past

December 7, 2018 - January 19, 2021

RICHARD P. SLAUGHTER ASSOCIATES, INC.

RIA

CRD#: 109080

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GENERATIONAL WEALTH ADVISORS

GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC

CRD#: 135145 / SEC#: 801-67609

RIA

Registered Investment Advisory firm - (3/2/2007 Approved)

California

Registered Investment Advisory firm - (3/5/2007 Terminated)

Louisiana

Registered Investment Advisory firm - (3/8/2007 Terminated)

Texas

Registered Investment Advisory firm - (3/8/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/13/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/7/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/24/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/2/2021

Securities Industry Essentials Examination

Current Firm

GENERATIONAL WEALTH ADVISORS

GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC

CRD#: 135145 / SEC#: 801-67609

RIA

Registered Investment Advisory firm - (3/2/2007 Approved)

California

Registered Investment Advisory firm - (3/5/2007 Terminated)

Louisiana

Registered Investment Advisory firm - (3/8/2007 Terminated)

Texas

Registered Investment Advisory firm - (3/8/2007 Terminated)

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Contact information

Main Address

3400 North Central Expressway Suite 100, Richardson, TX 75080

Mailing Address

Phone number

(972) 378-1795

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GENERATIONAL WEALTH ADVISORS FORM ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	576
AUM (Assets Under Management)	$ 392,535,549

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John D. Pritchett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Pritchett's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

STRATEGIC FINANCIAL PLANNING, INC.

NORTH RIDGE

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RICHARD P. SLAUGHTER ASSOCIATES, INC.

Primary Firm SEC Registration

GENERATIONAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/13/2021

Series 65

Date: 12/7/2018

Series 7TO

Date: 10/24/2025

SIE

Date: 4/2/2021

Current Firm

GENERATIONAL WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENERATIONAL WEALTH ADVISORS

TRUST BUT VERIFY

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