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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-03-29 |
Branch Locations
4423 Point Fosdick Dr Nw Ste 100-4, Gig Harbor, WA 98335 • 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 |
|---|---|---|---|---|
| Parker Financial Llc | Silverdale | WA | 05/2016 | 01/2017 |
| Phase 2 Wealth Advisors Llc | Gig Harbor | WA | 05/2017 | Present |
| Unemployed | Gig Harbor | WA | 02/2017 | 04/2017 |
| Advisory Alpha Llc | Holland | MI | 03/2019 | Present |
1) I ALSO AM COLLECTING TRAIL COMMISSIONS FOR GENWORTH LTCI POLICIES ISSUED WHEN I WAS A PART OF THE NATIONAL FIELD FORCE. IT IS NOT INVESTMENT RELATED. STARTED MARCH 2004. GENWORTH'S ADDRESS IS PO BOX 40008 LYNCHBURG VA 24501. THESE TRAIL COMMISSIONS TOTAL APPROXIMATELY $360 PER YEAR. 0 HOURS PER MONTH AND 0 DURING TRADING HOURS. 2) RENTAL PROPERTY, NOT INVESTMENT RELATED, SAME AS APPLICANT HOME ADDRESS, RENTAL OF APARTMENT ATTACHED TO HOME, OWNER, 5 HOURS PER MONTH, NONE DURING TRADING HOURS, PERFORMS NECESSARY MAINTENANCE ON HOME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-09 |
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