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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-01-30 |
Branch Locations
1407 116Th Ave Ne Suite 112, Bellevue, WA 98004 • 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 |
|---|---|---|---|---|
| Fortress Mega Llc | Bellevue | WA | 01/2013 | Present |
| Concert Wealth Management, Inc. | San Jose | CA | 10/2014 | 06/2017 |
| Sowell Financial Services, Llc | North Little Rock | AR | 09/2016 | 01/2017 |
| Institute For Wealth Advisors, Inc. | Dallas | TX | 01/2017 | 01/2018 |
| Regal Investment Advisors | Kentwood | MI | 01/2018 | Present |
Business Name: Fortress Mega, LLC - Investment Related: Yes - Address: 1407 116th Ave NE, Ste 112, Bellevue, WA 98004 - Nature of Business: Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Investment Advisor Representative/Insurance Agent - Start Date: 1/1/2013 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-09 |
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