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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purdue University | Lafayette | IN | 09/2011 | 09/2017 |
| Summit Financial Group Of Indiana | Lafayette | IN | 09/2017 | Present |
| Regulus Financial Group | Kentwood | MI | 09/2017 | Present |
| Regal Investment Advisors | Kentwood | MI | 11/2024 | Present |
Business Name: Summit Retirement Advisors, LLC - Investment Related: Yes - Address: 310 Ferry Street, Lafayette, IN 47901- Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC and Investment Advisory Activities through Regal Investment Advisors using a DBA name; Insurance - Title or Relationship: Financial Advisor - Start Date: 9/01/2024 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide Financial Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
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