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Current Employers
Advisory Alpha, Llc

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-06-26
  • MI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2002 → Present
    Vision Financial Group Llc
    Zeeland, MI
  • 11/2014 → 04/2023
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 11/2014 → 04/2023
    Fairfield, IA
  • 04/2023 → Present
    Holland, MI
  • 05/2023 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-20
S63 Uniform Securities Agent State Law Examination 2000-05-26
  • S66 Uniform Combined State Law Examination
    2003-01-20
  • S63 Uniform Securities Agent State Law Examination
    2000-05-26

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