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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-03 |
| WI | RA | APPROVED | 2023-01-03 |
Branch Locations
677 Baeten Rd Suite 250, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 08/2012 | 01/2018 |
| First Allied Advisory Services, Inc | Chesterfield | MO | 08/2012 | 01/2018 |
| Warber Wealth Management | Green Bay | WI | 08/2012 | Present |
| Nagel & Associates Llc | Green Bay | WI | 01/2018 | 04/2022 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2022 | 01/2023 |
| Regal Investment Advisors | Kentwood | MI | 01/2023 | Present |
1. WARBER, LLC: MANAGING MEMBER SINCE 08/03/2012; SERVICE COMPANY FOR BUSINESS EXPENSES AND TAX PURPOSES FOR MY FINANCIAL SERVICES PRACTICE. NOT INVESTMENT RELATED. 2. LANDLORD; REAL ESTATE; START DATE 10/1/2013; 4 HOURS PER MONTH. NOT INVESTMENT RELATED. 3. INDEPENDENT INSURANCE AGENT, 1/31/2002, 10 HOURS PER MONTH, INVESTMENT RELATED. 4. Rental property; Greenbay, WI 54302; Not investment related; 5 hrs/month, 0 during trading; Start 1/1/2020; Keep rental in good shape and rented.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-11 |
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