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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-03-08 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
5808 Telephone Road Ste 200, Ventura, CA 93003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 04/2008 | 01/2017 |
| Questar Capital Corporation | Minneapolis | MN | 02/2017 | 02/2019 |
| Questar Asset Management | Minneapolis | MN | 02/2017 | 02/2019 |
| American Senior Benefits | Chatsworth | CA | 01/2017 | Present |
| Woodbury Financial Services, Inc. | Chatsworth | CA | 03/2019 | 03/2019 |
| Woodbury Financial Services, Inc. | Chatsworth | CA | 03/2019 | 03/2019 |
| Regal Investment Advisors, Llc | Kentwood | MI | 03/2019 | Present |
| Regulus Financial Group, Llc | Kentwood | MI | 03/2019 | Present |
1)AMERICAN SENIOR BENEFITS. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 02/22/2017 ADDRESS: 9534 Topanga Canyon Blvd, #9534, Chatsworth CA 91311 DESCRIPTION: Servicing and sales of fixed life products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-26 |
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