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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-21 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
Naples, FL • United States
1415 Panther Lane, Naples, FL 34109 • United States
5237 Summerlin Commons Blvd, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| La Fitness | Bonita Springs | FL | 02/2015 | 06/2017 |
| Cat5Contracting | Bonita | FL | 08/2017 | 11/2019 |
| Isexperia | Fort Myers | FL | 11/2019 | 02/2020 |
| Melaleuca | Fort Myers | FL | 03/2020 | 12/2020 |
| Dragon Financial | Orlando | FL | 01/2021 | 04/2024 |
| Bettrlife Financial Services Llc. | Naples | FL | 04/2024 | Present |
| Kinetic Investment Management, Inc. | Naples | FL | 06/2025 | 10/2025 |
| Regal Investment Advisors, Llc | Kentwood | MI | 10/2025 | Present |
Business Name: BettrLife Financial Services, LLC - Investment Related: Yes - Address: 2368 Anguilla Dr, Unit 102, Naples, FL 34120 - 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: 10/14/2025 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Advance The Faith - Investment Related: No - Address 2258 Campestre Terrace, Naples, FL 34119 - Nature of Business - Faith Based Organization - Title or Relationship - Board Member- Start Date: 04/01/2025 - Hours per month: 2 - Hours per month during trading hours: 1 - Duties: Bring insight on how to better serve youth, and discuss fundraising ideas and opportunities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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