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10539 Metropolitan Avenue, Kensington, MD 20895-4015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-16 |
Branch Locations
10539 Metropolitan Avenue, Kensington, MD 20895-4015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Financial Advisors, Inc. | Kensington | MD | 04/1996 | Present |
| Regulus Financial Group, Llc | Kentwood | MI | 08/2015 | Present |
| Beacon Global Advisor Network, Llc | Kensington | MD | 10/2017 | 11/2021 |
| Delta Insurance Agency, Llc | Kensington | MD | 01/2025 | Present |
1) Broker-Dealer Registered Representative for Regulus, LLC since 8/24/2015. Located at: 10539 Metropolitan Avenue, Kensington, MD 20895. Investment-related. 2) Joseph is the Sargent at Arms for the Exhiled Soul Motorcycle Club. He assists with club operations and does not receive compensation. This take 30 hours per month with 0 during trading hours. 3) Business Name: Papis OC - Investment Related: No - Address: 1500 Philadelphia Ave, Ocean City, MD 21842 - Nature of Business: Restaurant - Title or Relationship: Passive Investor - Start Date: 8/1/2024 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: Passive outside investor 4) Delta Insurance Agency, LLC; Owner; Kensington, MD; Investment related insurance entity to run commissioned insurance sales through. Affiliated with Delta Financial Advisors. Less than 10 hours per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-21 |
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