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Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-13
CO RA APPROVED 2015-12-16
  • TX RA
    APPROVED_RES
    Since 2020-11-13
  • CO RA
    APPROVED
    Since 2015-12-16

Branch Locations

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

375 E. Horsetooth Rd #2-202, Fort Collins, CO 80525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rocky Mountain Long Term Care, Inc. Fort Collins CO 12/2004 Present
Colorado Elite Retirement Planning, Ll Dba Solid Wealth Advisors Fort Collins CO 04/2011 Present
Royal Fund Management, Llc The Villages FL 12/2015 Present
Dreammaker Lifestyles, Llc Fort Collins CO 11/2017 Present
  • 12/2004 → Present
    Rocky Mountain Long Term Care, Inc.
    Fort Collins, CO
  • 04/2011 → Present
    Colorado Elite Retirement Planning, Ll Dba Solid Wealth Advisors
    Fort Collins, CO
  • 12/2015 → Present
    The Villages, FL
  • 11/2017 → Present
    Dreammaker Lifestyles, Llc
    Fort Collins, CO
Previous Registrations
Other Businesses

(1) 12/2004 ROCKY MOUNTAIN LONG TERM CARE, INC. 375 E. Horsetooth Road #2-101, Fort Collins, CO 80525. PRESIDENT/INSURANCE RELATED ADVICE AND PRODUCTS RELATED TO LONG TERM CARE INSURANCE, LIFE INSURANCE, & FIXED INDEXED ANNUITIES. HOURS DEDICATED: 30/WEEK (10/WEEK DURING TRADING HOURS) (2) 04/2011 COLORADO ELITE RETIREMENT PLANNING, LLC, DBA SOLID WEALTH ADVISORS, 375 E. Horsetooth Road #2-101, Fort Collins, CO 80525, PRESIDENT/IAR. HOURS DEDICATED: 20/WEEK (20/WEEK DURING TRADING HOURS) (3) 11/2017 Dreammaker Lifestyle, LLC, 375 E. Horsetooth Road #2-101, Fort Collins, CO 80525. President/Author of "The Retirement Dreammaker". Markets and offers publications and courses to the public for consumer use, Not investment related. Hours dedicated: 10/week during trading hours. (4) 10/2023 Colorado Bowhunters Association Foundation; Chief Philanthropy Officer; Non Investment Related; Volunteer only Philanthropy; 11539 E. Grant Rd Franktown CO 80116; 2 hours / month, 0 during trading hours; Coordinate donors and grants

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-10
  • S65 Uniform Investment Adviser Law Examination
    2011-08-10
Other Names
  • Matt Jackson
  • Matthew T Jackson

View on SEC IAPD

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