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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-26 |
Branch Locations
23131 N Lake Pleasant Parkway, Peoria, AZ 85383 • United States
Litchfield Park, AZ • 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 |
|---|---|---|---|---|
| The Cunningham Group | Peoria | AZ | 02/2023 | Present |
| Xybix Systems | Littleton | CO | 01/2021 | Present |
| Hiossen | Pittsburgh | PA | 06/2019 | 01/2021 |
| Quickinsured | Grandview Heights | OH | 08/2017 | 06/2019 |
| Lincare | Westerville | OH | 06/2015 | 08/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 06/2024 | Present |
Business Name: The Cunningham Group - Investment Related: Yes - Address: 305 W Pintura Cir, Litchfield Park, AZ 85340 - Nature of Business: Investment Advisor Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Investment Advisor Representative - Start Date: 2/01/2023 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Xybix - Investment Related: No - Address: 305 W Pintura Cir, Litchfield Park, AZ 85340 - Nature of Business: Furniture Sales - Title or Relationship: Sales - Start Date: 1/01/2021 - Hours per month: 60 - Hours per month during trading hours: 30 - Duties: Sales and marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-11 |
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