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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-11 |
| AZ | RA | APPROVED | 2012-12-19 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors, Llc | Kentwood | MI | 10/2012 | Present |
1)PROVIDES BUSINESS FINANCIAL MANAGEMENT CONSULTING SERVICES AS A BUSINESS CONSULTANT THROUGH AN AFFILIATION WITH BEANSTALKCFO GROUP (BCFO). ACTIVITIES ARE NOT SECURITIES/INVESTMENT RELATED AND ARE NOT SERVICES OF CLEARVIEW WEALTH MANANGEMENT. RELATIONSHIP BEGAN IN 2007. TYPICALLY, HOURS DEVOTED TO BCFO ARE BETWEEN 5 AND 10 HOURS PER MONTH, WITH THE MAJORITY OF THOSE HOURS OUTSIDE OF SECURITIES TRADING HOURS. 2)Agent of Insurance Sales. Located at 2116 E Cathedral Rock Drive, Phoenix Arizona, 85048. Phone: 602-421-0623. Started this on 3/31/2001 and devotes 5 hours per month and no hours during trading hours. This is not investment related, he does not have a supervisor, and he is compensated through commissions. 3)Business consulting. Advisory board member for privately held business. Started on 3/11/2019. Devotes approx 2 hours per month and 2 hours during trading hours. This is not investment related. Located at 2116 E Cathedral Rock Drive, Phoenix, AZ, 85048. Receives an annual retainer and fee for quarterly meeting participation. 4) Lewis Family Racing Stables; 6005 Ten Oaks Road, Clarksville, MD 21029; Not investment related; 10 hrs/month, 2 during trading; Start 11/1/2022; Managing member; no compensation; co-manage thoroughbred racing stable. Manage horses, training & development and finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-22 |
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