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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-20 |
Branch Locations
1407 116Th Ave Ne Suite 112, Bellevue, WA 98004 • United States
2687 44Th Street Se, Kentwood, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 07/2020 | 08/2021 |
| Kentwood High School | Kent | WA | 09/2013 | 06/2017 |
| Hudson News | Seatac | WA | 06/2017 | 09/2017 |
| University Of Washington | Tacoma | WA | 09/2017 | 08/2019 |
| Keybank | Seattle | WA | 06/2018 | 09/2018 |
| Unemployed | Kent | WA | 08/2019 | 11/2019 |
| Citymd | Federal Way | WA | 11/2019 | 12/2019 |
| Unemployed | Kent | WA | 01/2020 | 06/2020 |
| Bank Of America, N.A. | Seattle | WA | 06/2021 | 09/2021 |
| Fidelity Investments | Seattle | WA | 11/2021 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 04/2023 | 07/2024 |
| Unemployed | Kent | WA | 05/2022 | 03/2023 |
| Bank Of America, N.A. | Seattle | WA | 02/2024 | 01/2025 |
| Waystone Advisors Llc | Redmond | WA | 01/2025 | 02/2025 |
| Regal Investment Advisors | Kentwood | MI | 05/2025 | Present |
| Unemployed | Bellevue | WA | 03/2025 | 04/2025 |
Business Name: Fortress Mega, LLC - Investment Related: Yes - Address: 1407 116th Ave NE, Ste 112, Bellevue, WA 98004 - Nature of Business: Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name - Title or Relationship: Investment Advisor Representative - Start Date: 5/1/2025 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Assist with providing financial services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-08 |
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