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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-31 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
10810 Darnestown Rd Suite 102, Gaithersburg, MD 20878 • United States
1 disclosure category 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 | 04/2019 | Present |
| Capital Solutions Group | Potomac | MD | 01/1993 | Present |
1) I AM LICENSED INSURANCE AGENT THROUGH GAMEPLAN. 2) Health Markets. 12501 Prosperity Drive, Ste 150, Silver Spring, MD 20904. Health insurance. Not investment related. 40 hours per month, 0 during trading hours. Start: 10/6/2020. Producer. Commission. Acts as agent for Health Markets, a national health brokerage firm. Fields calls from Maryland residents in need of individual and small group health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
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