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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-08 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
3311 Old Forest Rd Suite 102, Lynchburg, VA 24501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc | The Villages | FL | 09/2015 | 09/2020 |
| Prudential Insurance Company Of America | Glen Allen | VA | 09/2020 | 12/2022 |
| Pruco Securities, Llc. | Glen Allen | VA | 09/2020 | 12/2022 |
| Impact Partnership Wealth, Llc | Marietta | GA | 11/2024 | 05/2025 |
| S. Richardson Insurance Agency Dba Richardson Retir. Solutions | Lynchburg | VA | 10/2014 | Present |
| Megastar Advisors | Clearwater | FL | 02/2014 | 07/2021 |
| Royal Fund Management, Llc | Lady Lake | FL | 05/2025 | Present |
10/2014 Shelli Richardson Insurance Agency, Inc. dba Richardson Retirement Solutions; S Corporation & Life Insurance Agency- CEO/Treasurer/President; Licensed Insurance Agent; 3311 Old Forest Rd, Suite 102, Lynchburg, VA 24501; Investment Related; Approximately 10 hours/week; Life & Fixed Annuity Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-28 |
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