Best Investors
Account
Sign in
Best Investors
Account
Sign in
2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-22 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
941 W Morse Blvd Suite 100, Winter Park, FL 32789 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Casselberry | FL | 11/2019 | 01/2023 |
| United States Air Force | Fairchild Air Force Base | WA | 11/2013 | 11/2019 |
| Bankers Life Advisory Services, Inc | Casselberry | FL | 02/2021 | 01/2023 |
| Regal Investment Advisors, Llc | Kentwood | MI | 01/2023 | Present |
Business Name: Insurance Agent - Investment Related: Yes - Address: 941 W Morse Blvd, Ste 100, Winter Park, FL 32789 - Nature of Business: Insurance - Title or Relationship: Insurance Agent - Start Date: 11/20/2022 - Hours per month: 80 - Hours per month during trading hours: 80 - Duties: Provide insurance services. Business Name: Health and Wealth Brokerage, LLC - Investment Related: No - Address: 115 Bent Oak Ct, Sanford, FL 32773 - Nature of Business: DBA/LLC created to operate under but not used - Title: Owner - Start Date: 2/24/2023 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: None - does not utilize this LLC for anything currently.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-04 |
Reach out to this advisor