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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-13 |
| CO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-10 |
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