Leonard Maurice Dandridge

Employer firm

Regal Investment Advisors LLC CRD 125004

$2.88B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → Present
  Regal Investment Advisors, Llc
  Kentwood, MI
• 01/2021 → Present
  Cornerstone Financial
  Morristown, NJ
• 10/2020 → 03/2022
  Zyntex Inc
  Somerset, NJ
• 04/2020 → 09/2020
  Unemployed
  Somerset, NJ
• 04/2019 → 04/2020
  Irhythm Inc
  New York, NY
• 01/2013 → 04/2019
  Infusystem Inc
  New York, NY

Other Businesses

Business Name: Cornerstone Financial Services Group, LLC - Investment Related: Yes - Address: 161 Madison Ave Ste 230, Morristown, NJ - Nature of Business: Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Investment Advisor Representative - Start Date: 9/25/2024 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: FHG Financial Services - Investment Related: Yes - Address: 161 Madison Ave Ste 230, Morristown, NJ - Nature of Business: Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Investment Advisor Representative - Start Date: 3/12/2025 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Floor and Décor - Investment Related: No - Address: 109 Nassau Park Blvd, Princeton, NJ - Nature of Business: Retail - Title or Relationship: Sales Associate - Start Date: 2/2024 - Hours per month: 60 - Hours per month during trading hours: 130 - Duties: Educate customers on flooring options, load and unload merchandise and stock shelves.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-21

Other Names

• Lenny Dandridge