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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-10-20 |
| WA | RA | APPROVED | 2015-03-20 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
1700 Seventh Avenue Suite 2100, Seattle, WA 98101 • United States
7047 E Greenway Pkwy Suite 250, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regulus Advisors | Kentwood | MI | 03/2015 | 03/2019 |
| Regal Investment Advisors | Kentwood | MI | 03/2015 | Present |
1)OAA#: 2061 | ORG NAME:RESIDENTIAL RENTAL PROPERTY | 5604 30th AVE NW, SEATTLE, WA 98107 | NATURE OF BUS:THREE RESIDENTIAL RENTAL PROPERTIES AND 1 FOUR-PLEX | INVST REL:N | TITLE:OWNER | DUTIES:RESIDENTIAL RENTAL PROPERTY | START DT: 01/16/2007 | TOTAL HRS P/M:12 | SEC TRDNG HRS P/M:0 2) Owner of Evergreen Wealth Management, LLC. Nature of business is tax preparation and insurance planning. Located at 7047 E Greenway Pkwy, Ste 250, Scottsdale, AZ 85254. He devotes 5 hours per month, and 1 during trading hours. This is investment related. Started 2/14/2019. His compensation is fee based.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-02 |
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