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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-06-28 |
| TX | RA | APPROVED | 2021-06-28 |
Branch Locations
2109 Tower Drive, Monroe, LA 71201 • 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 |
|---|---|---|---|---|
| Kelly Financial Services Group | Monroe | LA | 08/1999 | 06/2021 |
| Strategic Advisors | Monroe | LA | 01/2002 | Present |
| Regal Investment Advisors Llc | Kentwood | MI | 11/2013 | 06/2021 |
| Regulus, Llc | Kentwood | MI | 01/2014 | 06/2021 |
| Carrington Advisors, Llc | Dallas | TX | 02/2021 | 06/2021 |
| Regulus Financial Group | Kentwood | MI | 06/2021 | Present |
| Regal Investment Advisors | Kentwood | MI | 06/2021 | Present |
| Dragonstone Solutions | Monroe | LA | 06/2021 | Present |
1.STRATEGIC ADVISORS, INC / YES / 2109 TOWER DRIVE, MONROE, LA, 71201 / INVESTMENTS / OWNER / 08/86 / 10 / 10 / OWNER -- 2. TIGER BEND PROPERTIES OF MONROE LLC - RENTAL PROPERTY OWN 100% BY JOAN D & VICKI M KELLY; NO COMPENSATION; 5 HOURS/MONTH OUTSIDE OF NORMAL WORKWEEK. 3. NORTHSTAR/CLAH - INSURANCE AGENCY USED TO PURCHASE LIFE INSURANCE, LTC AND PREMIUM FINANCE CARES - AGENT - TIME VARIES FROM 1-10 HOURS/MONTH. 4. DRAGONSTONE CONSULTANTS LLC; 2109 TOWER DRIVE, MONROE, LA 71201; INVESTMENT RELATED; 15 HOURS/MONTH; START 1/12/2021; INSURANCE AGENT; COMMISSION; LICENSE FOR LIFE AND HEALTH INSURANCE 5. REGAL INVESTMENT ADVISORS - INVESTMENT ADVISORY BUSINESS 6. REGULUS ADVISORS - BROKER/DEALER BUSINESS 7. INTERNATIONAL STUDENT FOUNDATION: 501C3 CHARITABLE ORGANIZATION. BOARD MEMBER, APPROX. 10 HOURS PER MONTH, NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-08 |
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