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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
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