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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 05/2007 | 02/2025 |
| Oxford Advisory Group, Llc | Orlando | FL | 03/2025 | 05/2025 |
| Regulus Financial Group, Llc | Kentwood | MI | 07/2025 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 07/2025 | Present |
Business Name: Trident Wealth and Insurance Partners, LLC DBA Trident Wealth Partners - Investment Related: Yes - Address: 3329 Boca Ciega Dr N, St. Petersburg, FL 33710 - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Registered Representative/Investment Advisor Representative/Insurance Agent - Start Date: 7/8/2025 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: S&P Enterprises, LLC - Investment Related: No - Address: 1200 Brickell Ave, Ste 1950, Miami, FL 33131 - Nature of Business: Umbrella LLC - Title or Relationship: Sole Member - Start Date: 6/1/2025 - Hours per month: 1 - Hours per month during trading hours: 0 - Duties: Was initially set up for insurance but not currently used.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-15 |
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