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244 East Main Avenue, Zeeland, MI 49464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | Chesterfield | MO | 02/2010 | 05/2021 |
| Gen-Wealth Partners, Inc. Dba Generational Wealth Management | Zeeland | MI | 10/2016 | Present |
| Private Client Services | Zeeland | MI | 05/2021 | 12/2022 |
| Gen-Wealth Partners, Inc. Dba Generational Wealth Management | Zeeland | MI | 10/2016 | 09/2022 |
1) GEN-WEALTH PARTNERS, INC. 244 E MAIN AVE, ZEELAND, MI 49464. RIA. 160 HRS/MO; 8 HRS/DAY DURING TRADING HRS. 2) GEN-WEALTH INSURANCE SOLUTIONS. 244 E MAIN AVE, ZEELAND, MI 49464. HEALTH & LIFE INSURANCE SALES. ASSIST CLIENTS WITH HTEIR HEALTH & LIFE INSURANCE NEEDS BY PROCESSING APPLICATIONS & ENROLLMENTS. 10 HRS/MO; 8 DURING TRADING HRS. 3) MI NOTARY PUBLIC. 244 E MAIN AVE, ZEELAND, MI 49464. NOTARY SERVICES AVAILABLE UPON CLIENT REQUEST. <1HR/MO;<1 HR DURING TRADING HRS. 4) GEN-WEALTH TAX SERVICE. NON-CPA TAX PREPARATION. TAX RETURN PREPARATION & YEAR-END PLANNING. 10 HR/MO; 8 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-23 |
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