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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-03-19 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
4833 Front St Suite B 310, Castle Rock, CO 80104 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors, Llc | Kentwood | MI | 09/2016 | Present |
| Cornerstone Financial Consultants | Englewood | CO | 08/1997 | Present |
Licensed INSURANCE AGENT ABLE TO SOLICIT AND SELL INSURANCE & ANNUITY PRODUCTS; APPROXIMATELY 160 HOURS PER MONTH OWN AND MANAGE APARTMENT COMPLEXES; NON INVESTMENT RELATED; APPOX 10 HOURS PER MONTH NON TRADE HOURS CORNERSTONE FINANCIAL CONSULTANTS IS THE NAME I WILL BE MARKETING MYSELF UNDER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-07 |
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