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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-02 |
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 |
|---|---|---|---|---|
| Advisory Alpha | Holland | MI | 07/2025 | Present |
| Chipotle | Perrysburg | OH | 02/2018 | 11/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2020 | 01/2022 |
| J.P. Morgan Securities Llc | Oregon | OH | 07/2024 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Oregon | OH | 08/2023 | 07/2024 |
| Pnc Bank | Sandusky | OH | 01/2022 | 08/2023 |
| Target | Perrysburg | OH | 09/2017 | 01/2018 |
| Unemployed | Graytown | OH | 12/2019 | 12/2019 |
| Unemployed | Graytown | OH | 09/2013 | 08/2017 |
| Luc Ice | Port Clinton | OH | 05/2018 | 08/2018 |
1. Citizen Advisory Group; Investment Related; Perrysburg, OH; Financial, Consulting, and Education Services; Associate Advisor; 07/2025; Approx 160 hrs/month; Aphrs/month; Providing financial, education, and consulting services to clients. 2. Nathan Poiry; Investment Related; Perrysburg, OH; Fixed Insurance Product Sales; 01/2020; Approx 1 hrs/month; Approx 1 hrs/month; Sale of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-08 |
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