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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-02 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
125 E. Council St, Salisbury, NC 28144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bostian Retirement | Salisbury | NC | 01/2000 | 12/2025 |
| Gradient Advisors Llc | Arden Hills | MN | 03/2023 | 12/2025 |
| Advisory Alpha, Llc | Holland | MI | 11/2025 | Present |
1) Northridge Wealth Advisors; Investment-Related; Salisbury, NC; Financial services, education, and consulting; Owner and Financial Advisor; 12/2025; Approx. 20 Hours/Month; Approx. 20 Hours/Month; providing financial, education, and consulting services to clients. 2) Ryan Mesimer; Investment-Related; Salisbury, NC; Insurance Product Sales; Licensed Insurance Agent; 04/2025; Approx. 80 Hours/Month; Approx. 80 Hours/Month; Sale of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
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