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Current Employers
Regal Investment Advisors Llc

2687 44Th Street Se, Kentwood, MI 49512 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-21
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2015 → 06/2017
    La Fitness
    Bonita Springs, FL
  • 08/2017 → 11/2019
    Cat5Contracting
    Bonita, FL
  • 11/2019 → 02/2020
    Isexperia
    Fort Myers, FL
  • 03/2020 → 12/2020
    Melaleuca
    Fort Myers, FL
  • 01/2021 → 04/2024
    Dragon Financial
    Orlando, FL
  • 04/2024 → Present
    Bettrlife Financial Services Llc.
    Naples, FL
  • 06/2025 → 10/2025
    Naples, FL
  • 10/2025 → Present
    Kentwood, MI
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
Other Names
  • Mars Desire

View on SEC IAPD

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