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Advisor at ADVISORY ALPHA, LLC
HOLLAND, MI | Nashville, TN
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 | Aug 21, 2025 | n/a | yes | Nashville, TN|HOLLAND, MI | Current employment |
| JB WEALTH ADVISORS LLC | No RAUM reported | Feb 20, 2024 | Aug 20, 2025 | no | NASHVILLE, TN|TRAVERSE CITY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JB WEALTH ADVISORS LLC | ADVISORY ALPHA, LLC | Aug 20, 2025 | Aug 21, 2025 | 1 | Firm change | Other |