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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-03-02 |
Branch Locations
636 Hampshire St Suite 208, Quincy, IL 62301 • 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 |
|---|---|---|---|---|
| Retirement Partners, Llc | Quincy | IL | 12/2007 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 03/2018 | Present |
Business Name: Retirement Partners, LLC d/b/a Adams and McReynolds Retirement Partners - Investment Related: Yes - Address: 636 Hampshire St, Quincy, IL 62301 - Nature of Business: Investment Advisory Activity through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Financial Advisor/Insurance Agent - Start Date: 1/1/2018 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: City of Quincy - Investment Related: No - Address: 730 Maine St, Quincy, IL 62301 - Nature of Business: Alderman - Title or Relationship: Alderman - Start Date: 2/25/2025 - Hours per month: 8 - Hours per month during trading hours: 4 - Duties: Govern city business. Business Name: Down Country - Investment Related: No - Address: 5028 County Road 304, Taylor, MO 63471 - Nature of Business: Non-profit organization for disability awareness - Title or Relationship: Volunteer - Start Date: 6/1/2023 - Hours per month: 10 - Hours per month during trading hours: 0 - Duties: Volunteer for disability awareness. Business Name: Community Foundation - Investment Related: No - Address: 4531 Maine St, Quincy, IL 62301 - Nature of Business: Charitable Organization - Title or Relationship: Committee Member - Start Date: 1/1/2021- Hours per month: 3 - Hours per month during trading hours: 0 - Duties: Member of the professional advisor committee and investment committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
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