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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-26 |
| FL | RA | APPROVED | 2019-10-07 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
4440 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rb Financial Advisors | Juno Beach | FL | 08/2005 | 08/2019 |
| Questar Capital Corporation | Minneapolis | MN | 05/2015 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 03/2017 | 03/2019 |
| Woodbury Financial Services, Inc. | Juno Beach | FL | 03/2019 | 08/2019 |
| Woodbury Financial Services, Inc. | Juno Beach | FL | 03/2019 | 08/2019 |
| Regal Investment Advisors, Llc | Kentwood | MI | 09/2019 | Present |
| Regulus Financial Group, Llc | Kentwood | MI | 09/2019 | Present |
Business Name: Forest Financial Planning Group, LLC - Investment Related: Yes - Address: 4440 PGA Boulevard, Suite 660, Palm Beach Gardens, FL 33410 - 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: Insurance Agent/Registered Representative/Investment Advisor Representative - Start Date: 6/6/2017 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-19 |
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