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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-02 |
Branch Locations
2945 Townsgate Rd, Suite 200, Westlake Village, CA 91361 • United States
2687 44Th Street Se, Kentwood, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors Llc | Kentwood | MI | 11/2013 | 04/2021 |
| Carrington Advisors, Llc | Dallas | TX | 04/2021 | 09/2021 |
| Regal Investment Advisors, Llc | Kentwood | MI | 09/2021 | Present |
Business Name: Horizon Advisors, Inc - Investment Related: Yes - Address: 2945 Townsgate Rd, Suite 200, Westlake Village, CA 91361 - Nature of Business: Investment Advisor Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Investment Advisor Representative - Start Date: 9/1/2021 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. BOARD MEMBER FOR THE ROTRY CLUB OF WEST VILLAGE SUNRISE. PO BOX 3846, THOUSAND OAKS, CA, 91359. STARTED IN 10/2017. THIS IS NOT INVESTMENT RELATED. DEVOTES APPROX 2 HOURS PER MONTH AND 0 HOURS DURING TRADING HOURS. NO COMPENSATION; FOUNDATION POLICY-SETTING; I preside over a board consisting of 3 other members. We are stewards of a fund of approximately $140,000. As a board, we invest the fund prudently. The only transactions we make is when we make a deposit or a withdrawal. We also use the fund for holding money the Rotary Club of Westlake Village Sunrise brings through their fundraising efforts. The fund is invested with Capital Group, specifically in 2 mutual funds - one diversified stock fund and one diversified bond fund. I am not the broker of record on the investment account, however I am an authorized signor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-01 |
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