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14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-05 |
Branch Locations
14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254 • United States
Rockford, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Chop House | Grand Rapids | MI | 05/2015 | 07/2021 |
| Regal Holdings, Llc | Kentwood | MI | 03/2020 | 11/2021 |
| Lifeworks Advisors, Llc | Grand Rapids | MI | 11/2021 | Present |
Regal Financial Group; 2687 44th St SE, Kentwood, MI 49512; Insurance sales; Not investment related; 4 hours per month, 0 during trading hours; Start 7/2020; Commission Crosswise Insurance Agency, LLC 14555 N. Scottsdale Rd #320, Scottsdale, AZ 85254; Insurance Sales; 10 hours per month, 0 during trading hours, Start 11/2024; commission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-31 |
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