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100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solutions Money Mgmt | Cape Coral | FL | 11/2010 | Present |
| Royal Fund Management, Llc | Cape Coral | FL | 05/2013 | 12/2016 |
| Six Mile Charter Academy | Fort Myers | FL | 08/2015 | 02/2017 |
| Unity Charter School Of Fort Myers | Fort Myers | FL | 08/2016 | 01/2017 |
| St Elizabeth Seton Catholic School | Naples | FL | 02/2017 | 06/2017 |
| Unity Charter School Of Cape Coral | Cape Coral | FL | 07/2017 | 10/2018 |
| First Advisors National Llc | Cape Coral | FL | 11/2018 | 01/2022 |
| School District Of Lee County | Fort Myers | FL | 11/2018 | Present |
| Interactive Financial Advisors | Cape Coral | FL | 07/2022 | Present |
SOLUTIONS MONEY MANAGEMENT, OWNER - TAX PREPARATION, INSURANCE SALES (LIFE, HEALTH, AND ANNUITIES (INVESTMENT RELATED)), MERCHANT SERVICES AGENT (BUSINESS OWNER RELATIONSHIPS FOR CREDIT & DEBIT CARD PROCESSING), AND DIVORCE FINANCIAL ADVISORY (ANALYSIS OF FINANCIAL ISSUES, BUDGETING & ORGANIZATION). APPROX 20 HRS/MONTH. LEE COUNTY SCHOOL DISTRICT - TEACHER, 150 HOURS PER MONTH DURING SCHOOL YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-30 |
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