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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • 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 |
|---|---|---|---|---|
| Advisory Alpha | Holland | MI | 09/2016 | Present |
| Triad Advisors, Inc | Norcross | GA | 09/2016 | 06/2018 |
| Triad Advisors, Inc | Norcross | GA | 07/2018 | 05/2020 |
(1) Nicholas Heinrich; Investment-related; 844 Esker Dr., Zeeland, MI 49464; Insurance Sales; Licensed Insurance Agent; 07/2014; Approx. 3 hours/month; Approx. 0 hours/month during trading hours; Offer term life insurance and annuities to clients. (2) Insurance Planning Specialists; Investment-related; 348 S. Waverly Rd. Suite 100. Holland, MI 49423; Insurance Sales; Licensed Insurance Agent; Licensed Insurance Agent and DRLP; 07/01/2025; Approx 25 Hours/month; Approx 25 Hours/month; Offering Fixed Insurance Product Sales and Planning Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-24 |
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