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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-01 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
West Windsor, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 11/2014 | 07/2019 |
| National Life Group | Montpelier | VT | 11/2014 | 07/2019 |
| The Patriot Financial Group | West Windsor | VT | 07/2019 | 02/2023 |
| Advisory Alpha, Llc | Holland | MI | 02/2023 | Present |
| Ascutney Financial Group | West Windsor | VT | 07/2019 | Present |
Ascutney Financial Group; Investment-related; 125 Coon Club Road, West Windsor, VT 05089; Insurance, education and consulting services; Owner/President & Licensed Insurance Agent; 7/2019; Approx. 160 hours/month; Approx. 128 hours/month during trading hours; Manages general business operations and provides ongoing services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-06 |
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