Best Investors
Account
Sign in
Best Investors
Account
Sign in
2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-05-08 |
Branch Locations
1217 West Chester Pike Suite A, West Chester, PA 19382 • 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 |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 03/2019 |
| Regal Investment Advisors, Llc | Kentwood | MI | 04/2019 | Present |
| Regulus, Llc | Kentwood | MI | 04/2019 | Present |
1)Business Name: Titanium Wealth Advisors, LLC Investment Related: Yes Address: 107 E Chestnut Street, Suite 200 West Chester PA 19380 Nature of Business: Insurance; Position, Title or Relationship: Insurance Agent Start Date: 10/1/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Sales and marketing for life insurance and fixed products. 2) TruAdvisor Network. 1217 West Chester Pike, Suite A, West Chester, PA 19382. Insurance and investments. 40 hours/month, 0 during trading hours. Start; 12/2019. Holds workshops and meetings. 3) Legacy Lock; 1217 West Chester Pike, Suite A, West Chester, PA 19382; Software sales; 4 hours/month, 0 during trading hours; Start 3/2022; Commission; Provides access to Legacy Lock software to individuals to help them with estate planning. No tax advice is made. Receives flat fee for signing individuals up for service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-28 |
Reach out to this advisor