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Advisor at ADVISORY ALPHA, LLC
HOLLAND, MI | Vero Beach, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ADVISORY ALPHA, LLC | Independent wealth | May 16, 2025 | n/a | yes | Vero Beach, FL|HOLLAND, MI | Current employment |
| TRUVESTMENTS CAPITAL LLC | Independent wealth | Feb 6, 2020 | Nov 13, 2025 | no | Vero Beach, FL|SARASOTA, FL | Previous registration |
| MOTIV8 INVESTMENTS LLC | Independent wealth | Mar 13, 2017 | Dec 21, 2017 | no | Vero Beach, FL | Previous registration |
| EAST COAST TAX AND FINANCIAL PLANNING | n/a | Jan 6, 2016 | Nov 16, 2020 | no | VERO BEACH, FL | Previous registration |
| THE TERRIO GROUP | n/a | Aug 7, 2012 | Dec 22, 2017 | no | PORT ST. LUCIE, FL|stuart, FL | Previous registration |
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Oct 27, 2010 | Jul 2, 2012 | no | PICKERINGTON, OH|LANCASTER, OH | Previous registration |
| AMERICAN INVESTMENT SERVICES | Former SEC adviser | Nov 7, 2008 | Jul 15, 2010 | no | MELBOURNE, FL | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jan 28, 2008 | Apr 23, 2009 | no | MAITLAND, FL|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUVESTMENTS CAPITAL LLC | ADVISORY ALPHA, LLC | Nov 13, 2025 | May 16, 2025 | -181 | Firm change after gap | RIA to RIA |
| EAST COAST TAX AND FINANCIAL PLANNING | MOTIV8 INVESTMENTS LLC | Nov 16, 2020 | Mar 13, 2017 | -1,344 | Firm change after gap | Other |
| THE TERRIO GROUP | EAST COAST TAX AND FINANCIAL PLANNING | Dec 22, 2017 | Jan 6, 2016 | -716 | Firm change after gap | Other |
| MOTIV8 INVESTMENTS LLC | TRUVESTMENTS CAPITAL LLC | Dec 21, 2017 | Feb 6, 2020 | 777 | Firm change after gap | RIA to RIA |
| VALMARK ADVISERS, INC. | THE TERRIO GROUP | Jul 2, 2012 | Aug 7, 2012 | 36 | Firm change | Other |
| AMERICAN INVESTMENT SERVICES | VALMARK ADVISERS, INC. | Jul 15, 2010 | Oct 27, 2010 | 104 | Firm change | Other |
| BROOKSTONE CAPITAL MANAGEMENT LLC | AMERICAN INVESTMENT SERVICES | Apr 23, 2009 | Nov 7, 2008 | -167 | Firm change after gap | Other |