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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-26 |
Branch Locations
250 S. State Street, Zeeland, MI 49464 • 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 |
|---|---|---|---|---|
| Vision Financial Group Llc | Zeeland | MI | 01/2002 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2014 | 04/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2014 | 04/2023 |
| Advisory Alpha, Llc | Holland | MI | 04/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
1) Advisory Alpha LLC. Investment-related. At registered location. RIA. IAR. Start: 04/2023. 160 hr/month; all during trading hours. Offer advice/recommendations to clients and manage client investments. 2) Fixed Insurance. Investment-related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 04/2000. 4 hrs/month all during trading hours. Sales of fixed/traditional insurance products. 3) TRIAD Land Management. Not investment-related; 8689 Quincy Street, Zeeland, MI 49464. Agricultural real estate ownership & lease to farmers. Partner. Start: 05/2015. 0 hr/month. Ownership of real estate. 4) Mason Street Development LLC. Not inv-related; 2763 120th Ave, Holland, MI49424. Develop residential real estate. Partner. Start: 01/2016. 0 hr/month. Passive owner. 5) Big Rapids Property LLC. Not inv-related; 8989 Quincy St, Zeeland, MI49464. Own several commercial buildings and lease. Partner. Start: 05/2007. 0 hr/month. No duties. 6) 270 E Merkey LLC. Not inv-related; 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 09/2012. 0 hr/month. No duties. 7) V&O, LLC. Not inv-related; 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 04/1999. 0 hr/month. No duties. 8) Wilkins Property Management. Not inv-related; 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 03/2005. 0 hr/month. No duties. 9) Country Way Properties. Not inv-related; 8989 Quincy St, Zeeland, MI 49464. Real estate ownership. Partner. Start: 07/1997. 0 hr/month. No duties. 10) Threefold Properties. Not inv-related; 250 S State St, Zeeland, MI 49464. Commercial real estate ownership; Partner. Start:04/2022. 0 hr/month. No duties. 11) 4One Air. Not inv-related; 170 Geurink Blvd, Holland, MI 49423. Flight School. Partner. Start: 04/2022. 0 hr/month. No duties. 12) Larand LLC. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 04/1999. 0 hr/month. No duties. 13) 76th Street Property Management LLC. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 12/2004. 0 hr/month. No duties. 14)Plainfield Property Management. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 04/2003. 0 hr/month. No duties. 15) 4214 Plainfield Ave LLC. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Own several commercial buildings and lease. Partner. Start: 04/2005. 0hr/month. No duties. 16) LJO Properties LLC. Not inv-related. Located at 8989 Quincy St, Zeeland, MI 49464. Real Estate ownership. Start: 02/2017. 0 hr/month. No duties. 17) Corestone Investments LLC. Inv-related. Located at 250 S State St, Zeeland, MI 49464. Real Estate. Owner. Start: 01/2021. 0 hr/month. I am the owner of the LLC which invests in some real estate and other small business investment opportunities. 18) Purshe Kaplan Sterling Investments; Inv-related. 10634 Macatawa Lane, Holland, MI 49423; Offer & sale of commission based Investment Products; Reg. Rep; 05/2023; Approx. 5hours/month; 5 hours/month during trading hours; Sale of commission based mutual funds, variable annuities & fixed indexed annuities to clients. 19) Vision Fin. Group LLC; Inv-related; 250 S State St, Zeeland, MI 49464; Financial Srv & Insurance Sales; CEO/Wealth Advisor; 01/2002; Approx 40 hr/month all during trading hours; Provides financial, consulting and insurance. 20) Elenbaas Leasing Inc; Not Inv-related; 250 S State St, Zeeland, MI 49464; Lease Aircraft; Owner; 08/2023; Approx Less than 1 hr/month. 21) F.O.G Management Company; 250 S State Street Zeeland, MI 49464; Business management services; Partner; 04/21/2023; less than 1Hr/month; Provides business management services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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