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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-20 |
Branch Locations
5005 Colley Ave, Norfolk, VA 23508 • 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 |
|---|---|---|---|---|
| The On Equity Sales Company | Cincinnati | OH | 01/2012 | 12/2016 |
| Retirement Wealth Advisors | Norfolk | VA | 12/2016 | 10/2018 |
| Ideas By Mike, Llc | Norfolk | VA | 11/2019 | Present |
| Infinex Investments, Inc | Virginia Beach | VA | 08/2018 | 09/2021 |
| Blueridge Bank (Formerly Virginia Commonwealth Bank) | Virginia Beach | VA | 08/2018 | 09/2021 |
| Client One Securities, Llc | Leawood | KS | 09/2021 | 12/2021 |
| Wealthspan Investment Management, Llc | Grand Rapids | MI | 03/2022 | 04/2022 |
| Lpl Financial Llc | Norfolk | VA | 04/2022 | 06/2023 |
| Blue Ridge Bank | Norfolk | VA | 04/2022 | 06/2023 |
| Simplicity Wealth | Summit | NJ | 09/2023 | 03/2024 |
| Sri Wealth | Norkfolk | VA | 08/2023 | 10/2023 |
| Jb Wealth Advisors Llc | Nashville | TN | 09/2023 | 08/2025 |
| Advisory Alpha, Llc | Holland | MI | 08/2025 | Present |
1) Ideas by Mike, LLC; Investment Related; Norfolk, VA; Financial Services, Consulting, and Education; Owner, CEO, and financial advisor; 11/2019; Approx. 60 Hrs/ Month; Approx. 60 Hrs/Month; Serving Clients Through Providing Insurance, Financial Services, Consulting, and Education. 2) JB Holdings; Non Investment related; Nashville, TN; Sales Coaching and consulting; Provide sales coaching and consulting to internet based technology company; 03/2021; Approx. 10 Hrs/Month; Approx. 0 Hrs/Month during trading hours; Providing coaching and consulting to clients. 3) 5005 Colley Ave LLC; Non-Investment related; Norfolk, VA; Commercial real estate holding; Co-Owner; 04/2023; Approx. 5 Hrs/Month; Approx. 0 Hrs/Month; Own and managing commercial property. 4) Old Dominion University; Non-investment related; Norfolk, VA; University; Adjunct Lecturer; 1/2024; Approx. 12 Hrs/Month; Approx. 0 Hrs/Month; Teaching course on Financial Planning. 5) Ideas by Mike, LLC; Investment Related; Norfolk, VA; Insurance Product Sales; Owner and Licensed insurance agent; 11/2019; Approx. 60 Hrs/Month; Approx 60 Hrs/Month; Sale of Fixed Insurance Products. 6) Mike Milligan, LLC; Investment Related; Norfolk, VA; Business Coaching, Authorship, Consulting, and Speaking Engagements; Owner; 06/2025; Approx 60 Hrs/Month; Approx 0 Hrs/Month; engaging in business coaching, consulting, authorship, speaking engagements, and podcasting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-06 |
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