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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-15 |
Branch Locations
770 Commerce Dr., Perrysburg, OH 43551 • 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 |
|---|---|---|---|---|
| Citizen Advisory Group | Perrysburg | OH | 06/2010 | Present |
| Perrysburg Junior High School | Perrysburg | OH | 09/2008 | 03/2017 |
| Alphastar Capital Management | Cornelius | NC | 09/2012 | 02/2018 |
| Planners Alliance Llc | Holland | MI | 02/2018 | 09/2020 |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | Present |
(1) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Life insurance, health insurance, and annuity insurance; Wealth Manager; 06/2010; Approx. 165 hours/month; Approx. 150 hours/month during trading hours; Sell insurance products. (2) Jim Poling; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Life Insurance, health insurance, and annuity insurance sales; Licensed insurance agent; 06/2010; Approx. 160 hours/month as Wealth Manager with Citizen Advisory Group; Approx. 150 hours/month during trading hours as Wealth Manager with Citizen Advisory Group; Sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-31 |
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