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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-07 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
6636 Providence Dr, Whitehouse, OH 43571 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Alpha Llc | Holland | MI | 09/2022 | Present |
| Foresight Insurance | Whitehouse | OH | 10/2021 | Present |
| Citizen Advisory Group | Perrysburg | OH | 10/2021 | Present |
| Intuitive Surgical | Sunnyvale | CA | 01/2017 | 03/2022 |
| Case Medical, Inc | Maumee | OH | 02/2009 | 01/2017 |
(1) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Insurance sales, consulting, education; Insurance & Financial Advisor; 10/2021; Approx.160 hours/month; Approx. 160 hours/month during trading hours; Insurance and financial services for clients. (2) Foresight Insurance; Investment-related; 6636 Providence St, Whitehouse, OH 43571; Insurance sales; Partner and Licensed Insurance Agent; 10/1/2021; Approx. 30 hours/month; Approx. 30 hours/month during trading hours; Sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-30 |
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