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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-08 |
Branch Locations
770 Commerce Dr., Perrysburg, OH 43551 • 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, Llc | Holland | MI | 05/2026 | Present |
| Western & Southern Life | Maumee | OH | 06/2024 | 05/2026 |
| W&S Brokerage Services | Maumee | OH | 06/2024 | 05/2026 |
| Expresso Car Wash | Maumee | OH | 07/2017 | 06/2024 |
| Perrysburg School System | Perrysburg | OH | 07/2014 | 05/2020 |
1. Citizen Advisory Group; Investment Related; Perrysburg, OH; Financial, Consulting, and Education Services; Associate Advisor; 05/2026; Approx 160 hrs/month; Providing financial, education, and consulting services to clients. 2. Ian Thanasiu; Investment Related; Perrysburg, OH; Fixed Insurance Product Sales; 01/2023; Apprx 0 hrs/month; Approx 0 hrs/month; Sale of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-12 |
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