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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 01/2017 | 02/2020 |
| Merrill Lynch | Grand Rapids | MI | 06/2015 | 01/2017 |
| Grand Valley State University | Allendale | MI | 08/2012 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2020 | 04/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2020 | 04/2023 |
| Vision Financial Group | Zeeland | MI | 03/2020 | Present |
| Advisory Alpha, Llc | Holland | MI | 04/2023 | Present |
1) Riley Aalderink Insurance Agent. Investment Related. 10301 Lynwood Ln. Zeeland, MI 49464. Fixed / Traditional Insurance. Agent. Start date: 12/2019. 5 hours/month. 0 hours/month during trading hours. Sale of fixed / traditional insurance products. 2) Vision Financial Group. Investment Related. 250 S. State Street, Zeeland, MI 49464. Financial Services and Insurance sales. Wealth Advisor & Investment Operations Officer. Start date: 3/2020. 40 hours/month. 40 hours/month during trading hours. Provides financial, consulting and insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
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