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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
30400 Telegraph Rd Suite 461, Bingham Farms, MI 48025 • 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 |
|---|---|---|---|---|
| Central Michigan University | Mt. Pleasant | MI | 08/2013 | Present |
| Planners Alliance Llc | Holland | MI | 03/2018 | 09/2020 |
| Unity Financial Advisors | Bingham Farms | MI | 07/2017 | Present |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | Present |
(1) Unity Financial Advisors; Investment-related; 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025; Insurance; Account Manager; 07/2017; Approx. 120 hours/month; Approx. 120 hours/month during trading hours; Manages new accounts, including insurance sales. (2) Kyle O'Brien; Investment-related; 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025; Insurance; Licensed insurance agent; 07/2017; Approx. 120 hours/month as Account Manager with Unity Financial Advisors; Approx. 120 hours/month during trading hours as Account Manager with Unity Financial Advisors; Manages new accounts, including insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-05 |
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