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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-13 |
Branch Locations
72 W. Front St., Monroe, MI 48161 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2020 | 04/2022 |
| Monroe County Community Credit Union | Monroe | MI | 08/2004 | 04/2020 |
| Regal Investment Advisors, Llc | Kentwood | MI | 05/2022 | Present |
| Regulus Financial Group | Kentwood | MI | 05/2022 | Present |
River Bank Wealth Management - Investment Related: Yes - Address 72 Front St, Monroe, MI 48161 - Nature of Business: Registered Representative activities through Regulus Financial Group, LLC and Investment Advisor activities through Regal Investment Adviosros, LLC and Insurance Agent activities using DBA name - Title: Financial Advisor - Start Date: 05/2022 - Hours per month 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Habitat for Humanity; 14930 LaPlaisance Rd. Monroe, MI 48161; Not investment related; 2 hours per month, 0 during trading hours; Start 11/01/2021; No compensation; Board member of subcommittee called Woman's Leadership Initiative of Habitat of Monroe County. Plan and organize fundraising events, Finances of the fundraisers are handled by Habitat, not the subcommittee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-01 |
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