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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
1425 West Foothill Blvd Suite 125, Upland, CA 91786 • United States
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinetic Investment Management, Inc. | Upland | CA | 05/2026 | Present |
| Steven Michael Financial Group | Upland | CA | 06/2010 | Present |
| Secure Investment Managment, Llc | Tucson | AZ | 05/2016 | 01/2019 |
| J.D. Mellberg Financial | Tucson | AZ | 05/2015 | 12/2018 |
| Regal Investment Advisors, Llc | Kentwood | MI | 02/2019 | 05/2026 |
1) 06/2013 - PRESENT, STEVEN MICHAEL FINANCIAL GROUP, 1425 W. FOOTHILLS BLVD., Suite #125 UPLAND, CA 91786, CO-OWNER/INSURANCE SALES, HOURS DEDICATED: 40/WEEK (20/WEEK DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-02 |
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