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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-20 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
10018-A Colesville Road, Silver Spring, MD 20901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reutemann Financial Solutions, Inc., Dba Research Fin Strat | Rockville | MD | 01/2012 | 08/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2012 | 08/2022 |
| Regulus Financial Group, Llc | Kentwood | MI | 08/2022 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 08/2022 | Present |
Business Name: Musgrave Financial Solutions - Investment Related: Yes - Address: 10018-A Colesville Rd, Silver Spring, MD - 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: 8/10/2022 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Society for Financial Awareness - Investment Related: No - Address: 10018-A Colesville Rd, Silver Spring, MD - Nature of Business: Financial Education - Title or Relationship: Speaker - Start Date: 1/1/2015 - Hours per month: 10 - Hours per month during trading hours: 6 - Duties: Financial seminar presenter for non-profit
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-11-10 |
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