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244 East Main Avenue, Zeeland, MI 49464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-05-29 |
| MI | RA | APPROVED | 2016-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 01/2010 | 05/2021 |
| First Allied Advisory Services, Inc | Chesterfield | MO | 04/2012 | 11/2020 |
| Generational Wealth, Inc. | Zeeland | MI | 05/2016 | Present |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 05/2021 |
| Private Client Services | Zeeland | MI | 05/2021 | 03/2022 |
| Private Client Services | Zeeland | MI | 08/2022 | Present |
1) Generational Wealth, Inc. 244 E Main Ave, Ste 4, Zeeland, MI 49464. RIA. 160 hrs/mo; 120 during trading hrs. 2) 244 E Main Ave, Ste 4, Zeeland, MI 49464. Life insurance sales. Servicing agent on existing and potential new life insurance business. 2 hrs/mo; 2 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-26 |
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