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Allen Gould Regan

Vistica Wealth Advisors, LLC

Carlsbad, CA

Hattiesburg, MS

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Current Employers
Vistica Wealth Advisors, Llc

2121 Palomar Airport Road Suite 160, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2022-10-21
CA RA APPROVED 2020-10-23
  • MS RA
    APPROVED
    Since 2022-10-21
  • CA RA
    APPROVED
    Since 2020-10-23

Branch Locations

2121 Palomar Airport Road Suite 160, Carlsbad, CA 92011 • United States

Hattiesburg, MS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cogent Advisor Llc Chicago IL 12/2015 12/2019
Lifeguard Wealth, Llc San Rafael CA 06/2018 08/2023
Lifeguard Wealth, Llc Biloxi MS 06/2020 08/2023
Merit Wealth Management, Llc Bend OR 12/2018 12/2019
Hausman Advisors, Llc Hood River OR 06/2018 02/2023
Peirce Capital Management, Llc The Woodlands TX 06/2019 01/2021
Allen Regan, Cfp, Llc Biloxi MS 05/2018 01/2025
Vistica Wealth Advisors, Llc Biloxi MS 10/2020 Present
Diamondhead United Methodist Church Diamondhead MS 09/2022 06/2023
Main Street United Methodist Church Hattiesburg MS 07/2023 Present
  • 12/2015 → 12/2019
    Cogent Advisor Llc
    Chicago, IL
  • 06/2018 → 08/2023
    Lifeguard Wealth, Llc
    San Rafael, CA
  • 06/2020 → 08/2023
    Lifeguard Wealth, Llc
    Biloxi, MS
  • 12/2018 → 12/2019
    Merit Wealth Management, Llc
    Bend, OR
  • 06/2018 → 02/2023
    Hausman Advisors, Llc
    Hood River, OR
  • 06/2019 → 01/2021
    Peirce Capital Management, Llc
    The Woodlands, TX
  • 05/2018 → 01/2025
    Allen Regan, Cfp, Llc
    Biloxi, MS
  • 10/2020 → Present
    Vistica Wealth Advisors, Llc
    Biloxi, MS
  • 09/2022 → 06/2023
    Diamondhead United Methodist Church
    Diamondhead, MS
  • 07/2023 → Present
    Main Street United Methodist Church
    Hattiesburg, MS
Previous Registrations
  • 2020-07-01 → 2023-08-23
    Lifeguard Wealth, Llc
    Biloxi, MS
    Novato, CA
  • 2016-01-05 → 2019-12-31
    Cogent Strategic Wealth Llc
    Biloxi, MS
  • 2015-07-01 → 2015-12-17
    Avl/Wealthcare, Llc
    Gulfport, MS
  • 2013-07-17 → 2015-06-25
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2011-02-02 → 2013-06-24
    Avl/Wealthcare, Llc
    Gulfport, MS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-24
  • S66 Uniform Combined State Law Examination
    2009-04-24
Designations

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
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