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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-24 |
Branch Locations
250 S. State Street, Zeeland, MI 49464 • 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 |
|---|---|---|---|---|
| Tennant | Holland | MI | 05/2018 | 08/2019 |
| Zeeland Public Schools | Zeeland | MI | 06/2016 | 05/2018 |
| Lakeshore Customs | Holland | MI | 08/2019 | 03/2022 |
| Epicvalet | Phoenix | AZ | 03/2022 | 12/2022 |
| Mutual Of Omaha Insurance Company | Phoenix | AZ | 12/2022 | 05/2023 |
| Mutual Of Omaha Investor Services | Phoenix | AZ | 05/2023 | 05/2024 |
| Advisory Alpha | Holland | MI | 05/2024 | Present |
1) Independent Insurance Agent, Investment related, 8615 Quincy St, Zeeland MI 49464, Insurance lines of business: Life, Health, Annuities, Disability, Long Term Care, Dental, Critical Illness, Medicare Supplement, 02/2023, 10hr/month, 10hr/month, Sale of insurance products. 2) F.O.G Management Company; not investment related; 250 S State Street Zeeland MI, 49464; Business management services; Employee; 01/01/2024; 0 Hr/month; 0Hr/Month; No active duties, but is involved from a marketing and advertising perspective. 3) Vision Financial Group. Investment Related. 250 S. State Street, Zeeland, MI 49464. Fixed Insurance and Financial Services. Wealth Advisor. Start date: 05/2024. 40 hours/week. 40 hours/week during trading hours. Provide financial, consulting and insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-07 |
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