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244 East Main Avenue, Zeeland, MI 49464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gen-Wealth Parnters, Inc. | Zeeland | MI | 12/2017 | Present |
| Gen-Wealth Partners, Inc. | Zeeland | MI | 07/2020 | Present |
| Shoe Carnival | Holland | MI | 06/2015 | 06/2018 |
| First Allied Securities, Inc. | San Diego | CA | 12/2020 | 05/2021 |
| First Allied Securities, Inc. | San Diego | CA | 12/2017 | 12/2020 |
| Private Client Services | Zeeland | MI | 05/2021 | 01/2022 |
| Private Client Services | Zeeland | MI | 09/2025 | 05/2026 |
| Private Client Services | Zeeland | MI | 05/2026 | Present |
1) Generational Wealth, Inc.; Investment-related; 238 East Main Avenue, Suite 12, Zeeland, MI 49464; RIA; IAR; Start date: 07/10/2026; IAR; Number of hours/month: 160; Number of hours during trading hours: 35; IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-29 |
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