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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
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 |
|---|---|---|---|---|
| Fifth Third Bank | Findlay | OH | 03/2019 | 04/2025 |
| Fox Run Nursing Home | Findlay | OH | 08/2018 | 03/2019 |
| Ohio Northern University | Ada | OH | 08/2015 | 12/2018 |
| Fifth Third Securities | Findlay | OH | 08/2021 | 04/2025 |
| Advisory Alpha, Llc | Holland | MI | 05/2025 | Present |
| Citizen Advisory Group | Perrysburg | OH | 05/2025 | Present |
(1) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; financial services, consulting, and education; Financial Advisor; 05/2025; Approx.160hours/month; Approx. 160 hours/month during trading hours; Insurance and financial services for clients. 2) Luke Franks; Investment-related; 770 Commerce Dr., Perrysburg, OH43551; Insurance product sales; Licensed insurance agent; 12/2021; Approx. 160 hours/month; Approx. 160 hours/month during trading hours; Sale of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-21 |
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