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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-10 |
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 | 05/2014 | 02/2018 |
| Citizen Advisory Group, Llc | Perrysburg | OH | 09/2010 | Present |
| Planners Alliance | Holland | MI | 03/2018 | 09/2020 |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | Present |
(1) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Life insurance, health insurance, and annuity insurance sales; Senior Account Manager; 09/2010; Approx. 120 hours/month; Approx. 120 hours/month during trading hours; Sell insurance products. (2) Pete Samenuk; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Life insurance and annuity sales; Licensed insurance agent; 09/2010; Approx. 120 hours/month as Senior Account Manager with Citizen Advisory Group; Approx. 120 hours/month during trading hours as Senior Account Manager with Citizen Advisory Group; Sell insurance products. (3) Foresight Insurance, LLC; Investment-related; 6636 Providence St, Whitehouse, OH 43571; Insurance Agency; General Partner; 10/5/2021; Approx. 5 hours/month as General Partner; Approx. 5 hours/month during Trading Hours; Strategic business decision making as business needs arise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-16 |
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