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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
1910 Pacific Ave Suite 2000, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2012 | 04/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Regulus Finanical Group | Kentwood | MI | 08/2025 | Present |
| Regal Investment Advisors | Kentwood | MI | 08/2025 | Present |
| Unemployed | Arlington | TX | 05/2025 | 07/2025 |
Business Name: PETR Ventures, LLC DBA PV Strategic - Investment Related: No - Address: 3507 Lake Tahoe Dr, Arlington, TX 76015 - Nature of Business: Business Consulting - Title or Relationship: President - Start Date: 01/2023 - Hours per month: 10-12 - Hours per month during trading hours: 4-8 - Duties: Strategic Consulting for businesses Business Name: Good Bookkeeping - Investment Related: No - Address: 3507 Lake Tahoe Dr, Arlington, TX 76015 - Nature of Business: Bookkeeping sales - Title or Relationship: Sales - Start Date: 04/2025 - Hours per month: 5-8 - Hours per month during trading hours: 4-5 - Duties: Sales of GBK & services Business Name: Author/Speaker - Investment Related: No - Address: 3507 Lake Tahoe Dr, Arlington, TX 76015 - Nature of Business: Writing and Speaking - Title or Relationship: Author - Start Date: 4/2025 - Hours per month: 10-12 - Hours per month during trading hours: 0 - Duties: Author/speaker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-02 |
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