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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
428 North Central Ave, Oviedo, FL 32765 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brick & Associates | Winter Springs | FL | 01/2001 | 06/2024 |
| Gregory Brick, Independent Insurance Agent | Winter Springs | FL | 01/2001 | 06/2024 |
| Orlando City Youth Soccer | Winter Springs | FL | 04/2012 | 12/2022 |
| Brick Retirement Group, Llc | Winter Springs | FL | 01/2011 | 06/2024 |
| Questar Capital Corporation | Minneapolis | MN | 11/2013 | 01/2019 |
| Questar Asset Management | Minneapolis | MN | 03/2017 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2019 | 06/2024 |
| Stryde, Llc | Fenton | MI | 01/2021 | 12/2022 |
| Red Brick Insurance, Llc | Oviedo | FL | 08/2022 | 01/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 06/2024 |
| Brick Wealth Management Llc | Oviedo | FL | 11/2023 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 06/2024 | Present |
| Regulus Financial Group, Llc | Kentwood | MI | 06/2024 | Present |
Business Name: Brick Wealth Management, LLC - Investment Related: Yes - Address: 428 North Central Ave, Oviedo, FL 32765 - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisor Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Registered Representative; Investment Advisor Representative - Start Date: 11/01/2023 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial services and insurance. Business Name: Brick Retirement Group - Investment Related: Yes - Address: 434 North Central Ave, Oviedo, FL 32765 - Nature of Business: Spouse's Insurance Agency - Title or Relationship: Member - Start Date: 12/01/1996 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: None. This presents a conflict of interest because Mr. Brick has the incentive to recommend Brick Retirement Group due to the compensation received for the business conducted by Brick Retirement Group. You are under no obligation, contractually or otherwise, to purchase insurance products through Brick Retirement Group. Business Name: Independent Insurance Agent - Investment Related: Yes - Address: 428 North Central Ave, Oviedo, FL 32765 - Nature of Business: Insurance - Title or Relationship: Insurance Agent - Start Date: 1/1/2019 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: Previously provided fixed insurance. Rep no longer sells fixed insurance but licensing is still maintained and individual receives residual income. Business Name: Brick Family Revocable Trust - Investment Related: No - Address: 428 North Central Ave, Oviedo, FL 32765 - Nature of Business: Trust - Title or Relationship: Trustee - Start Date: 1/9/2011 - Hours per month: 4 - Hours per month during trading hours: 0 - Duties: Acts as trustee for Brick Family Revocable trust. Business Name: MGM Holdings, LLC - Investment Related: No - Address: 428 North Central Ave, Oviedo, FL 32765 - Nature of Business: Holding Company for property - Title or Relationship: Owner - Start Date: 2/1/2017 - Hours per month: 4 - Hours per month during trading hours: 4 - Duties: This entity owns 434 North Central Ave, Oviedo, FL.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-14 |
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