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RIA / WealthAdvisorCertified Financial Planner31 years in industry

David Lee Wilson

Advisor at GENERATIONAL WEALTH, INC.

ZEELAND, MI

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Search this name across graphsid dfx:ria:27958ca3-ba8a-33b7-726f-4bd5b2593464

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 19, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GENERATIONAL WEALTH, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 10, 1995
First registration: Oct 19, 2004
Dual registered: no
Other names: DAVE WILSON
IAPD individual key: 2582912

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GENERATIONAL WEALTH, INC.	Independent wealth	Nov 23, 2015	n/a	yes	ZEELAND, MI	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Nov 12, 2020	May 4, 2021	no	ZEELAND, MI\|ZEELAND, MI\|ZEELAND, MI	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 2, 2012	Nov 12, 2020	no	ZEELAND, MI\|Zeeland, MI	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Jan 22, 2010	Jul 2, 2012	no	SAN DIEGO, CA\|ZEELAND, MI\|South Bend, IN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 19, 2004	Oct 2, 2007	no	ZEELAND, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	n/a	May 4, 2021	n/a	n/a	Departure no registered destination	Departure
FIRST ALLIED ADVISORY SERVICES, INC.	GENERATIONAL WEALTH, INC.	Nov 12, 2020	Nov 23, 2015	-1,816	Firm change after gap	Ibd to RIA
FIRST ALLIED SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 2, 2012	Jul 2, 2012	0	Bulk transfer	Other
WELLS FARGO ADVISORS	FIRST ALLIED SECURITIES, INC.	Oct 2, 2007	Jan 22, 2010	843	Firm change after gap	Other

Relationships

Registered with (5)

→ GENERATIONAL WEALTH, INC.Registered adviserregistration: current employment
Nov 23, 2015 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to May 4, 2021factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 2, 2012 to Nov 12, 2020factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Jan 22, 2010 to Jul 2, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 19, 2004 to Oct 2, 2007factForm ADV

Dated events

No dated event names this entity yet.