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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-20 |
Branch Locations
7608 Allen Rd, Allen Park, MI 48101 • 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 08/2022 |
| O'NEil Insurance Agency | Allen Park | MI | 10/2008 | Present |
| Advisory Alpha, Llc | Holland | MI | 01/2026 | Present |
| First Advisors National, Llc | Plymouth | MI | 08/2022 | 01/2026 |
1.O'NEIL INSURANCE AGENCY LLC; INVESTMENT RELATED; ALLEN PARK, MI; INSURANCE SALES, EDUCATION, CONSULTING, AND COACHING; FINANCIAL ADVISER & AGENT; 10/2008; APPROX. 40HRS/MONTH; APPROX. 40HRS/MONTH; FIXED INSURANCE SALES, EDUCATION, CONSULTING, AND COACHING OF CLIENTS. 2. WILLIAM O'NEIL; INVESTMENT RELATED; ALLEN PARK, MI; INSURANCE PRODUCT SALES; LICENSED INSURANCE AGENT; 10/2021; APPROX. 4HRS/MONTH; APPROX 4HRS/MONTH; SALE OF FIXED INSURANCE PRODUCTS. 3. William O'Neil & Mary O'Neil; INVESTMENT RELATED; ALLEN PARK, MI; COMMERCIAL REAL ESTATE OWNERSHIP; CO-OWNER; 06/2000; APPROX. 1HRS/MONTH; APPROX 1HRS/MONTH; PROPERTY MANAGEMENT AND OWNERSHIP OF COMMERCIAL REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-21 |
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