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Inactive

David Lee Wilson

Generational Wealth, Inc.

Zeeland, MI

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Current Employers
Generational Wealth, Inc.

244 East Main Avenue, Zeeland, MI 49464 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-03
IN RA APPROVED 2019-05-29
MI RA APPROVED 2015-11-23
  • TX RA
    APPROVED_RES
    Since 2021-03-03
  • IN RA
    APPROVED
    Since 2019-05-29
  • MI RA
    APPROVED
    Since 2015-11-23

Branch Locations

244 East Main Avenue, Zeeland, MI 49464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Allied Securities, Inc. San Diego CA 09/2007 05/2021
First Allied Advisory Services, Inc. Chesterfield MO 09/2007 11/2020
Gen-Wealth Partners, Inc. Dba Generational Wealth Management Zeeland MI 11/2015 Present
  • 09/2007 → 05/2021
    First Allied Securities, Inc.
    San Diego, CA
  • 09/2007 → 11/2020
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 11/2015 → Present
    Gen-Wealth Partners, Inc. Dba Generational Wealth Management
    Zeeland, MI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-03-10
S65 Uniform Investment Adviser Law Examination 1995-03-10
  • S63 Uniform Securities Agent State Law Examination
    1995-03-10
  • S65 Uniform Investment Adviser Law Examination
    1995-03-10
Designations
Other Names
  • Dave Wilson

View on SEC IAPD

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Other Investors

RICHARD JOSEPH MCGOWAN
Peter Gordon DeKruyter
Joshua Michael Swanson
Jaden Elenbaas
RILEY SCOTT AALDERINK
RYAN MICHAEL ELENBAAS
JOEL PALMBOS
NATHAN C WEEBER

Other Offices

FIFTH THIRD SECURITIES, INC. · ZEELAND, MI
GASAWAY INVESTMENT ADVISORS, INC. · ZEELAND, MI
EDWARD JONES · ZEELAND, MI
ADVISORY ALPHA, LLC · Zeeland, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Zeeland, MI
LPL FINANCIAL LLC · ZEELAND, MI
EDWARD JONES · ZEELAND, MI
PFS INVESTMENTS INC. · ZEELAND, MI

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