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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-06 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
770 Commerce Dr., Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Alpha, Llc | Holland | MI | 04/2025 | Present |
| Fifth Third Bank | Perrysburg | OH | 06/2024 | 04/2025 |
| University Of Toledo | Toledo | OH | 08/2020 | 05/2024 |
| Cress Creek Country Club | Naperville | IL | 05/2018 | 08/2020 |
| Education | N/A | IL | 07/2016 | 04/2018 |
Citizen Advisory Group; Investment Related; Perrysburg, OH; Financial, Consulting, and Education Services; Associate Assistant; 04/2025; Approx 160 hrs/month; Approx 160hrs/month; assisting with servicing clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
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