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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-09-16 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Chicago, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc Dba Northshore Planning Group | The Villages | FL | 05/2015 | Present |
| North Shore Estate Docs | Chicago | IL | 10/2023 | Present |
1) 10/2023 North Shore Estate Docs; Owner; Sole Proprietorship; non investment related; 30 E. Huron #3606 Chicago IL. 60611; 20% of professional time ; Software Sales; 2) MR. WATSON IS A LICENSED ATTORNEY IN ILLINOIS, BUT IS NOT CURRENTLY ACTIVELY ENGAGED IN PRACTICING LAW 3) 12/1997 Independent Licensed insurance Agent; Investment Related; Chicago IL; Life
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-07 |
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