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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-30 |
| KS | RA | APPROVED | 2017-11-15 |
Branch Locations
11237 Nall Ave Suite 100, Leawood, KS 66211 • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D/B/A Creative College Consultants | Overland Park | KS | 01/2009 | Present |
| Royal Fund Management, Llc | The Villages | FL | 10/2017 | Present |
| Self Employed | Overland Park | KS | 01/2007 | Present |
| Estatedocspro | Overland Park | KS | 08/2020 | 01/2024 |
| Estate Guru | Overland Park | KS | 01/2024 | Present |
1) 01/2009 - D/B/A Creative College Consultants; Not investment related; 5247 West 96th St., Overland Park, KS 66207; Sole proprietor; 40 hours per week; 10 hours per week during trading hours; sales and help with financial solutions to pay for college 2) 01/2024 Estate Guru, investment related; Agent; 5247 W 96th Street, Overland Park, KS 66207; Estate Planning Software; Sole Prop; Refer to estate plan pro to execute estate planning documents; approximately 5% of professional time spent; 3) 01/2007 Licensed Independent Insurance Agent; Overland Park, KS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-11 |
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