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815 E Midland St Suite 2, Bay City, MI 48706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-06-20 |
Branch Locations
815 E Midland St Suite 2, Bay City, MI 48706 • United States
408 South Main St, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Fort Wayne | IN | 06/2015 | 04/2019 |
| Bankers Life Securities | Fort Wayne | IN | 01/2019 | 04/2019 |
| Regal Investment Advisors, Llc | Kentwood | MI | 08/2019 | Present |
| American Senior Benefits | Auburn | IN | 05/2019 | Present |
American Senior Benefits/Tri-State Retirement Solutions. 408 South Main St, Auburn, IN 46706. Branch Manager. 200 hours/month, none during trading hours. Start date; 5/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
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