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Current Employers
Advisory Alpha, Llc

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-08-21
  • TN RA
    APPROVED
    Since 2025-08-21

Branch Locations

11 Willow St., Nashville, TN 37210 • United States

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2024 → 08/2025
    Traverse City, MI
  • 09/2021 → Present
    Jb Growth Partners
    Nashville, TN
  • 07/2018 → 02/2022
    Rishi Tea And Botanicals
    Milwaukee, WI
  • 06/2017 → 07/2018
    Four Corners Tavern Group
    Chicago, IL
  • 12/2015 → 06/2017
    The Wilky
    Brooklyn, NY
  • 08/2025 → Present
    Holland, MI
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-16
  • S65 Uniform Investment Adviser Law Examination
    2023-05-16

View on SEC IAPD

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