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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-10 |
Branch Locations
312 W Simplot Blvd, Caldwell, ID 83605 • United States
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 |
|---|---|---|---|---|
| Gm2 Success Llc | Meridian | ID | 07/2013 | 10/2025 |
| Planners Alliance Llc | Holland | MI | 02/2018 | 09/2020 |
| Alphastar Capital Management, Llc | Cornelius | NC | 08/2013 | 02/2018 |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | Present |
(1) Bradford Meadows, LLC; Not investment-related; 469 Morning Sun Dr., Nampa, Idaho 83686; Home rental and farm operations company; Co-Owner/Operator; 04/2015; Approx. 5 hours/month; Approx. 0 hours/month during trading hours; Oversee rental property and farm operational transactions and co-manage property. (2) Skoglund Holdings, LLC; Not investment-related; 469 Morning Sun Dr., Nampa, Idaho 83686; Home rental company; Co-Owner/Operator; 04/2016; Approx. 5 hours/month; Approx. 0 hours/month during trading hours; Oversee rental property and assist rental property manager. (3) Elizabeth Skoglund; investment-related; 2667 E. Gala Ct., Ste. 120, Meridian, ID 83642; Insurance Sales; Licensed insurance agent; 07/2013; Approx. 80 hours/month; Approx. 80 hours/month; Sell insurance products and education regarding insurance products, financial education, and business consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-21 |
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