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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-11 |
Branch Locations
Los Angeles, CA • United States
2687 44Th Street Se, Kentwood, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Northridge | CA | 01/2012 | 02/2017 |
| Direct Access | Los Angeles | CA | 01/2007 | 03/2017 |
| Bankers Life Securities Inc | Northridge | CA | 06/2016 | 02/2017 |
| Lincoln Financial Securities Corporation | Los Angeles | CA | 03/2017 | 04/2018 |
| Regulus, Llc | Kentwood | MI | 04/2018 | Present |
| American Senior Benefits | Olathe | KS | 03/2017 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 10/2018 | Present |
1) Alan Toman, 2311 Bronson Hill Drive, Los Angeles, CA Category: Insurance Investment-Related: Yes Title: Agent Duties: offers accident & health insurance, fixed/indexed annuities and traditional life insurance products Start Date: 3/2017 Hours per month: 120 2)American Senior Benefits, 9534 Topanga Canyon Road, Chatsworth, CA Category: Insurance Investment-Related: Yes Title: Sales Person Duties: offers health insurance, fixed/indexed annuities, long-term care insurance and traditional life insurance products. Start Date: 12/2016 Hours per month: 150 Hours per month during trading hours: 100 Hours per month during trading hours: 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-11 |
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