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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-02-24 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
Grosse Ile, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life | Newport Beach | CA | 12/2001 | 11/2020 |
| Regulus Financial Group | Kentwood | MI | 02/2021 | Present |
| Regal Investment Advisors | Kentwood | MI | 02/2021 | Present |
1) Licensed insurance agent. Located at 17601 Parke Lane, Grosse Ile, MI, 48138. Receives commissions. Devotes approx. 3 hours per month and 1 hour during trading hours. Insurance, Variable and Fixed. 2) Lionshare National Sales Manager; 17601 Parke Lane, Grosse Ile, MI 48138; 20 hours/month, 0 during trading; Start 1/1/2022; fee-based; Helping build out and consult for Lionshare wholesaling distribution 3) Berwald Financial Enterprises, LLC; 17601 Parke Lane, Grosse Ile, MI 48138; 10 hours/month, 2 during trading; Start 1/1/2021; fee-based; Sales coaching and training 4) Catalyst4Growth; 4969 Bayshore Blvd, Tampa, FL 33611; Sales Consulting; Not investment related; 10 hours/month, 0 during trading; Start 12/27/2022; Fee-based compensation; Sales training and sales process creation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-02 |
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