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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
Branch Locations
2945 Cardinal Dr., Vero Beach, FL 32963 • United States
348 S Waverly Rd Suite 100, Holland, MI 49423 • 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 |
|---|---|---|---|---|
| East Coast Tax And Financial | Vero Beach | FL | 05/2015 | Present |
| Motiv8 Investments Llc | Vero Beach | FL | 03/2017 | 12/2017 |
| Truvestments Capital, Llc | Sarasota | FL | 01/2019 | 11/2025 |
| East Coast Tax And Financial | Vero Beach | FL | 01/2016 | 11/2020 |
| Advisory Alpha, Llc | Holland | MI | 04/2025 | Present |
1) Howes Teeter Inc. DBA East Coast Tax and Financial; Investment-related; 2945 Cardinal Dr Vero Beach, FL 32963; Tax preparation for individuals and small to medium sized businesses, monthly accounting services for businesses, business advisory services, financial education and consulting services; CEO; Started 05/2015; Approx. 80 hrs/month; Approx. 80 hrs/month during trading hours; Practice Management, client consultation, and tax services. 2) Danny Howes Insurance Agent; Investment Related; 2945 Cardinal Dr Vero Beach, FL 32963; Fixed Insurance Sales; Insurance Agent; 05/2015; Approx. 20 hrs/month; Approx. 20 hrs/month during trading hours; Sale of life insurance, long term care insurance, and fixed annuities; 3) FL Insurance Partners; Investment-related; 2925 Cardinal Dr Ste G Vero Beach, FL 32963; Business provides property and casualty insurance to businesses and individuals; Non-operating, financial partner; Partner; Approx. 10 hrs/month; Approx. 10 hrs/month during trading hours; Provide financial support as a non-operating partner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2008-01-17 |
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