Jon Michael Mccardle

Current Employers

Employment History

• 03/2012 → Present
  Regal Investment Advisors, Llc
  Kentwood, MI
• 01/2015 → Present
  Regulus Financial Group, Llc
  Kentwood, MI

Previous Registrations

• 2010-10-11 → 2012-06-05
  Global Financial Private Capital, Inc.
  Lafayette, IN
  Sarasota, FL
• 2002-06-24 → 2010-10-13
  Summit Financial Group Inc
  Lafayette, IN

Other Businesses

Business Name: Summit Retirement Advisors, LLC - Investment Related: Yes - Address: 310 Ferry Street, Lafayette, IN 47901- Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC and Investment Advisory Activities through Regal Investment Advisors using a DBA name; Insurance - Title or Relationship: Insurance Agent/Financial Advisor - Start Date: 9/01/2024 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Summit Financial Group of Indiana (SFGI, INC) - Investment Related: Yes - Address: 310 Ferry Street, Lafayette, IN 47901- Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC and Investment Advisory Activities through Regal Investment Advisors using a DBA name; Insurance - Title or Relationship: Insurance Agent/Financial Advisor - Start Date: 1/17/2008 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Hardwork, LLC - Investment Related: No - Address: 6401 Cherry Creek Ct, West Lafayette, IN 47906- Nature of Business: Holding company for real estate - Title or Relationship: President - Start Date: 4/20/2022 - Hours per month: 5 - Hours per month during trading hours: 0 - Duties: This is a holding company for my commercial building I own at 310 Ferry St, Lafayette, IN 47901 It is paid rent by SFGI, INC and and is responsible for paying the mortgage and any building related expenses that occur going forward. The only employees are myself and my wife Tammie. Business Name: Summit Tax Services, LLC - Investment Related: No - Address: 310 N Ferry St Lafayette, IN 47901 - Nature of Business: To provide federal and state tax preparation, planning and submission - Title or Relationship: Owner - Start Date: 5/1/2026 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Owner; Tax services provided by a CPA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-25
• S63 Uniform Securities Agent State Law Examination
  2001-04-12