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145 Town And Country Road Suite 101, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2017-04-04 |
Branch Locations
145 Town And Country Road Suite 101, Danville, CA 94526 • 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 |
|---|---|---|---|---|
| Regan Financial Group Llc | Danville | CA | 01/2016 | Present |
1) REGAN INSURANCE SOLUTIONS (SINCE 02/01/2019); NOT INVESTMENT RELATED; 145 TOWN AND COUNTRY DR STE 101 DANVILLE CA 94526 NATURE OF BUSINESS: INSURANCE AGENT POSITION, TITLE OR RELATIONSHIP: AGENT START DATE: 11/1992; HOURS PER MONTH: 0 - 10 HOURS; HOURS PER MONTH DURING TRADING HOURS: 0-14 HOURS; ACT AS INSURANCE AGENT FOR LIFE, DISABILITY INCOME, LONG TERM CARE, P&C INSURANCE SALES. AGENCIES/BROKERS USED- ASH BROKERAGE, MICHAEL FITZGERALD INSURANCE, COOL SPRINGS FINANCIAL GROUP, WALSH CARTER & ASSOCIATES AND VARIOUS DIRECT INSURANCE COMPANIES. 2) St. Mary's College Alumni Board - Four meetings a year. Less than 5 hours per month. St. Mary's College 1928 Saint Mary's Road, Morage, CA 94575
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-19 |
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