401k Generation

CRD 154279 · Altamonte Springs,, FL · $156.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 154279
SEC number: 801-71606
Firm type: RIA
Assets under management: $156.4M as of Mar 24, 2026
Website: www.401kdocs.com ↗
Phone: (866) 998-5879
Address: 237 S Westmonte Drive, Altamonte Springs,, FL, 32714

Advisors at this firm

6 in our index · page 1 of 1

Gyasi MarshallCRD 6464787 · Altamonte Springs,, FL

IA RegisteredRegistration inactive
Dyllan Brent MastrodicasaCRD 7602154 · Altamonte Springs,, FL

IA Registered
Marlene Jarrett NitschCRD 2258329 · Altamonte Springs,, FL

IA Registered
Edward RojasCRD 6193740 · Altamonte Springs,, FL

IA Registered
Kelli Diane RojasCRD 4746719 · Altamonte Springs,, FL

IA Registered
Eric StaufferCRD 6721040 · Boynton Beach,, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.