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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-08 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
770 Commerce Dr., Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 07/2013 | 02/2018 |
| Citizen Advisory Group | Perrybsurg | OH | 05/2008 | Present |
| Planners Alliance | Holland | MI | 02/2018 | 09/2020 |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | Present |
(1) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Health and life insurance sales; Wealth Manager; 05/2009; Approx. 120 hours/month; Approx. 120 hours/month during trading hours; Sell insurance products. (2) Ronald A. Myers; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Life and health insurance salesperson; Licensed insurance agent; 5/2009; Approximately 120 hours/month as Wealth Manager with Citizen Advisory Group; Approx. 120 hours/month during trading hours as Wealth Manager with Citizen Advisory Group; Sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-15 |
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