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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-04 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
770 Commerce Dr., Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Alpha, Llc | Holland | MI | 02/2025 | Present |
| Pruco Securities, Llc | Columbus | OH | 07/2018 | 10/2018 |
| Full-Time Education | Columbus | OH | 06/2014 | 04/2018 |
| Golf Club Of Dublin | Dublin | OH | 05/2017 | 10/2017 |
| Ohio State University Catering | Columbus | OH | 10/2017 | 05/2018 |
| New York Life Insurance Company | Maumee | OH | 10/2018 | 06/2021 |
| Nylife Securities, Llc | Maumee | OH | 12/2018 | 06/2021 |
| Unemployed | Perrysburg | OH | 07/2021 | 05/2022 |
| Fifth Third Bank | Perryburg | OH | 06/2022 | 05/2023 |
| The Huntington National Bank | Toledo | OH | 06/2023 | 02/2025 |
| The Hutington Investment Company | Columbus | OH | 06/2023 | 02/2025 |
1. Citizen Advisory Group; Investment Related; Perrysburg, OH; Financial, Consulting, and Education Services; Associate Advisor; 02/2025; Approx 160 hrs/month; Approx 160 hrs/month; Providing financial, education, and consulting services to clients. 2. John Newton; Investment Related; Perrysburg, OH; Fixed Insurance Product Sales; Owner; 06/2018; Approx 1 hrs/month; Approx 1 hrs/month; Sale of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-03 |
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