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Advisor at ADVISORY ALPHA, LLC
Fort Mill, SC | HOLLAND, MI
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 8, 2020 | n/a | yes | HOLLAND, MI|Fort Mill, SC | Current employment |
| PLANNERS ALLIANCE | Former SEC adviser | Feb 22, 2018 | Sep 15, 2020 | no | Fort Mill, SC|HOLLAND, MI | Previous registration |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Apr 11, 2013 | Feb 22, 2018 | no | CHARLOTTE, NC|CORNELIUS, NC|Fort Mill, SC | Previous registration |
| BTS ASSET MANAGEMENT, INC. | Independent wealth | Apr 5, 2012 | Dec 31, 2013 | no | CHARLOTTE, NC | Previous registration |
| FAMILY LEGACY WEALTH MANAGEMENT, LLC | n/a | Jan 16, 2012 | Apr 15, 2013 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLANNERS ALLIANCE | ADVISORY ALPHA, LLC | Sep 15, 2020 | Sep 8, 2020 | -7 | Firm change | RIA to RIA |
| ALPHASTAR CAPITAL MANAGEMENT | PLANNERS ALLIANCE | Feb 22, 2018 | Feb 22, 2018 | 0 | Firm change | RIA to new firm |
| BTS ASSET MANAGEMENT, INC. | ALPHASTAR CAPITAL MANAGEMENT | Dec 31, 2013 | Apr 11, 2013 | -264 | Firm change after gap | Other |
| FAMILY LEGACY WEALTH MANAGEMENT, LLC | BTS ASSET MANAGEMENT, INC. | Apr 15, 2013 | Apr 5, 2012 | -375 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 290575:158282:MI:2020-09-15 | Sep 15, 2020 | Sep 8, 2020 | HOLLAND, MI | Firm change |
| 157423:290575:SC:2018-02-22 | Feb 22, 2018 | Feb 22, 2018 | FORT MILL, SC | Firm change |