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Ross Evan Marynell

Advisory Alpha, LLC

Fort Mill, SC

Holland, MI

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Current Employers
Advisory Alpha, Llc

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-09-08
  • SC RA
    APPROVED
    Since 2020-09-08

Branch Locations

127 Ben Casey Dr. #104, Fort Mill, SC 29708 • United States

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alphastar Capital Management Cornelius NC 04/2013 02/2018
Planners Alliance Llc Holland MI 02/2018 09/2020
Vertex Capital Advisors, Llc Fort Hill SC 04/2013 Present
Advisory Alpha, Llc Holland MI 09/2020 Present
Previous Registrations
  • 2018-02-22 → 2020-09-15
    Planners Alliance
    Fort Mill, SC
    Holland, MI
  • 2013-04-11 → 2018-02-22
    Charlotte, NC
    Cornelius, NC
    Fort Mill, SC
  • 2012-04-05 → 2013-12-31
    Charlotte, NC
  • 2012-01-16 → 2013-04-15
    Family Legacy Wealth Management, Llc
    Charlotte, NC
Other Businesses

(1) Vertex Capital Advisors, LLC; Investment-related; 127 Ben Casey Drive, #104, Fort Mill, SC 29708; Insurance, education, consulting; Insurance agent; 04/2013; Approx. 80 hours/month; Approx. 4 hours/month during trading hours; Sell insurance products such as annuities, health, and life insurance. (2) Ross Marynell; Investment-related; 127 Ben Casey Drive, #104, Fort Mill, SC 29708; Insurance, education, consulting; Licensed insurance agent; 04/2013; Approx. 80 hours/month as Insurance agent with Vertex Capital Advisors; Approx. 4 hours/month during trading hours as Insurance agent with Vertex Capital Advisors; Sell insurance products such as annuities, health, and life insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-14
  • S65 Uniform Investment Adviser Law Examination
    2012-01-14

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