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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-18 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
310 Ferry St, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lafayette Central Catholic High School | Lafayette | IN | 08/2015 | 05/2019 |
| Purdue University | West Lafayette | IN | 06/2019 | 05/2021 |
| Bistro 501 | Lafayette | IN | 05/2021 | 08/2021 |
| Morgan Stanley | Lafayette | IN | 08/2021 | 12/2021 |
| Purdue University | West Lafayette | IN | 12/2021 | 08/2022 |
| U-Haul | Lafayette | IN | 08/2022 | 05/2023 |
| Echo Global Logistics | Chicago | IL | 05/2023 | 07/2023 |
| Purdue University | West Lafayette | IN | 07/2023 | 05/2024 |
| De Lorenzo | Silverwater Nsw 2128 | 05/2024 | 07/2024 | |
| Turquoise Wealth Management | Lafayette | IN | 09/2024 | 09/2024 |
| Purdue University | West Lafayette | IN | 09/2024 | 05/2025 |
| Unemployed | Lafayette | IN | 05/2025 | 07/2025 |
| Summit Financial Group | Lafayette | IN | 07/2025 | 05/2026 |
| Regulus Financial Group | Kentwood | MI | 05/2026 | Present |
| Regal Investment Advisors | Kentwood | MI | 05/2026 | Present |
Business Name: Summit Financial Group of Indiana - Investment Related: Yes – Address: 310 Ferry St Lafayette, IN 47901 - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Registered Representative/Investment Advisor Representative/Insurance Agent - Start Date: 5/27/2026 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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