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Current Employers
Advisory Alpha, Llc

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-06-26
  • MI RA
    APPROVED
    Since 2023-06-26

Branch Locations

250 S. State Street, Zeeland, MI 49464 • United States

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 11/2014 04/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2015 04/2023
Advisory Alpha, Llc Holland MI 04/2023 Present
Vision Financial Group Zeeland MI 06/2012 Present
Previous Registrations
Other Businesses

1) Joel Palmbos Insurance Agent. Investment Related. 4136 56th Ave. Hudsonville, MI 49426. Fixed / Traditional Insurance Sales. Agent. Start date: 7/2012. 40 hours/month. 40hours/month during trading hours. Sale of fixed and traditional insurance products. 2) Vision Financial Group. Investment Related. 250 S. State Street, Zeeland, MI 49464. Fixed Insurance and Financial Services. Wealth Advisor. Start date: 6/2012. 40 hours/week. 40 hours/week during trading hours. Provides financial, consulting and insurance services to clients. 3) F.O.G Management Company; not investment related; 250 S State Street Zeeland MI, 49464; Business management services; Partner; 04/21/2023; 0 Hr/month; 0Hr/Month; no duties.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-23
  • S66 Uniform Combined State Law Examination
    2014-12-23

View on SEC IAPD

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