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Advisor at ADVISORY ALPHA, LLC
HOLLAND, MI | Perrysburg, OH
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 | Sep 15, 2020 | n/a | yes | Perrysburg, OH|HOLLAND, MI | Current employment |
| PLANNERS ALLIANCE | Former SEC adviser | Feb 27, 2018 | Sep 15, 2020 | no | PERRYSBURG, OH|HOLLAND, MI | Previous registration |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Sep 19, 2012 | Feb 27, 2018 | no | PERRYSBURG, OH|CORNELIUS, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLANNERS ALLIANCE | ADVISORY ALPHA, LLC | Sep 15, 2020 | Sep 15, 2020 | 0 | Firm change | RIA to RIA |
| ALPHASTAR CAPITAL MANAGEMENT | PLANNERS ALLIANCE | Feb 27, 2018 | Feb 27, 2018 | 0 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 290575:158282:MI:2020-09-15 | Sep 15, 2020 | Sep 15, 2020 | HOLLAND, MI | Firm change |
| 157423:290575:NC:2018-02-15 | Feb 27, 2018 | Feb 27, 2018 | CORNELIUS, NC | Firm change |