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244 East Main Avenue, Zeeland, MI 49464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-25 |
Branch Locations
1432 Lincoln Way East, South Bend, IN 46613 • United States
244 East Main Avenue, Zeeland, MI 49464 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Business Center, Inc. | Mishawaka | IN | 09/1983 | 12/2021 |
| Avantax Investment Services, Inc. | South Bend | IN | 02/1994 | 12/2021 |
| Avantax Advisory Services | South Bend | IN | 04/1997 | 12/2021 |
| Avantax Insurance Agency, Llc | South Bend | IN | 02/2013 | 12/2021 |
| Lpl Financial Llc | South Bend | IN | 12/2021 | 02/2025 |
| Generational Wealth Management | Zeeland | MI | 03/2025 | Present |
1) 12/15/2022 - The Business Center - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Manager - Start Date - 09/01/2021 - 40 Hours Per Month/40 Hours During Securities Trading 2) 11/14/2023 - AIM - Inv Related - At Reported Business Location(S) - Non-Variable Insurance - Agent - Start Date: 04/05/2002 - 10 Hrs/Mo During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-13 |
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