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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 06/2015 | 03/2025 |
| Fidelity Personal And Workplace Advisors | Greenwood Village | CO | 07/2018 | 03/2025 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 04/2025 |
| Strategic Advisers Llc | Greenwood Village | CO | 05/2018 | 07/2018 |
| Mdrn Capital Llc | Oak Creek | CO | 05/2025 | 07/2025 |
| Advisory Alpha, Llc | Holland | MI | 12/2025 | Present |
| Booner Mountain Outdoors Llc | Spring Lake | MI | 08/2020 | Present |
1) Booner Mountain Outdoors LLC; Investment Related; Spring Lake, MI; Real Estate Rental; owner; 08/2020; approx. 1 hour/month; approx. 1 hour/month; property management and maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-08 |
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