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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-14 |
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