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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-17 |
Branch Locations
5 Essex Green Dr Ste 24, Peabody, MA 01960 • United States
2687 44Th Street Se, Kentwood, MI 49512 • 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 |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Wyncote | PA | 10/1999 | 06/2025 |
| Regulus Financial Group | Kentwood | MI | 06/2025 | Present |
| Regal Investment Advisors | Kentwood | MI | 06/2025 | Present |
Business Name: VCD Services, Inc - Investment Related: No - Address: 5 Essex Green Dr, Ste 24, Peabody, MA 01960 - Nature of Business: S-Corp for business operations - Title or Relationship: President - Start Date: 1/1/2002 - Hours per month: 4 - Hours per month during trading hours: 0 - Duties: General business functions. Business Name: 24 EG Realty Trust, LLC - Investment Related: No - Address: 5 Essex Green Dr, Ste 24, Peabdy, MA 01960 - Nature of Business: Owns business condo of business address - Title or Relationship: Owner - Start Date: 11/10/2024 - Hours per month: 1 - Hours per month during trading hours: 1 - Duties: Owns business condo of business address. Business Name: David DeCesare - Investment Related: Yes - Address: 5 Essex Green Dr, Ste 24, Peabody, MA 01960 - Nature of Business: Insurance - Title or Relationship: Agent - Start Date: 1/1/1996 - Hours per month: 1 - Hours per month during trading hours: 1 - Duties: Provide insurance services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-05 |
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