# ROBERT JOSEPH REGAN

ROBERT JOSEPH REGAN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with REGAN FINANCIAL GROUP, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [REGAN FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/284756) | 2017-04-04 | present | Yes |
| [REGAN FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/168939) | 2016-01-11 | 2016-12-31 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2005-09-27 | 2016-01-07 | — |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2004-02-20 | 2005-09-27 | — |
| [BPM WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/126494) | 2001-10-31 | 2004-03-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2322096)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2322096.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.