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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-09-03 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
30400 Telegraph Rd. Suite 461, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 10/2014 | 03/2018 |
| Unity Financial Advisors | Bingham Farms | MI | 04/2014 | Present |
| Planners Alliance, Llc | Holland | MI | 03/2018 | 09/2020 |
| Advisory Alpha, Llc | Holland | MI | 09/2019 | Present |
(1) Unity Financial Advisors; Investment-related; 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025; Insurance; Founder and Wealth Advisor; 04/2014; Approx. 40 hours/month; Approx. 30 hours/month during trading hours; Assess client needs for insurance products and implementing insurance strategies. (2) Jaime Cowper; Investment-related; 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025; Insurance; Licensed insurance agent; 04/2014; Approx. 40 hours/month as President of Unity Financial Advisors; Approx. 30 hours/month during trading hours as President of Unity Financial Advisors; Assess client needs for insurance products and implementing insurance strategies. (3) Jaime Cowper; Investement-related; 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025; Advisor Mentoring; Advisor Mentor and Owner; 01/2024; Approx. 6 hours/month; Approx. 6 hours/month during trading hours; Provide advice, support, and coaching for other independent financial advisors or agents. (4) Jaime Cowper; Investement-related; 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025; Speaking engagements; Speaker and Owner; 03/2025; Approx. 0-5 hours/month; Approx. 0-5 hours/month during trading hours; Speaking at professional engagements about various topics, such as professional experiences, discussing professional growth, team building, client services, and client engagement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-05 |
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