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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-21 |
Branch Locations
11 Willow St., Nashville, TN 37210 • 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 |
|---|---|---|---|---|
| Jb Wealth Advisors Llc | Traverse City | MI | 02/2024 | 08/2025 |
| Jb Growth Partners | Nashville | TN | 09/2021 | Present |
| Rishi Tea And Botanicals | Milwaukee | WI | 07/2018 | 02/2022 |
| Four Corners Tavern Group | Chicago | IL | 06/2017 | 07/2018 |
| The Wilky | Brooklyn | NY | 12/2015 | 06/2017 |
| Advisory Alpha, Llc | Holland | MI | 08/2025 | Present |
1) JB Growth Partners; Investment Related; Nashville, TN; Financial Services, Consulting, and Education; Financial Advisor; 09/2021; Approx. 160 Hrs/Month; Approx. 160 Hrs/Month; Serving clients through offering financial services, consulting, and education 2) Seth Frantz; Investment Related; Traverse City, MI; Insurance Product Sales; Licensed Insurance Agent; 09/2021; Approx. 50 Hrs/Month; Approx. 50 Hrs/Month; Sale of Fixed Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-16 |
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