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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Stoneridge Insurance Services, Llc Dba Gaiser Financial Group | Greensboro | NC | 01/2009 | Present |
| Retirement Wealth Advisors, Inc. | Greensboro | NC | 07/2014 | 07/2020 |
| Formulafolios Investments | Grand Rapids | MI | 07/2014 | 07/2020 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 07/2020 | 08/2023 |
| Advisory Alpha, Llc | Holland | MI | 08/2023 | Present |
1) Stoneridge Insurance Services, LLC DBA Gaiser Financial Group; Investment Related; 3300 Battleground Ave, Suite 270 Greensboro, NC; Licensed Insurance Agent & Wealth Advisor; Start date: 01/2009; Approx. 160 hours/month; Approx. 160 hours/month during trading hours. Sale of insurance products and provides financial services. 2) American Financial Education Alliance; Non-Investment Related; 445 Dolley Madison Rd, 208, Greensboro North Carolina, 27410; Non-Profit Financial Wellness and Educational Workshops; Chapter President; 02/12/2025; Approx. 5 hours/month; Approx. 5 hours/month; Providing Financial Wellness and Educational Workshops to Members of the Community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-05 |
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