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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-07-26 |
Branch Locations
Apollo Beach, FL • 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 |
|---|---|---|---|---|
| Harbour Financial | Apollo Beach | FL | 03/2000 | Present |
| American Elite Retirement | West Des Moines | IA | 02/2012 | Present |
| Royal Fund Management, Llc | Apollo Beach | FL | 05/2013 | Present |
INDEPENDENT INSURANCE AGENT SELLING LIFE/ACCIDENT/HEALTH UNDER EXCALIBUR GROUP, 10 WEEKDAY HOURS ONLY STARTED 05/2010. INDEPENDENT INSURANCE AGENT SELLING LIFE/ACCIDENT/HEALTH UNDER HARBOUR FINANCIAL GROUP AT PERSONAL RESIDENCE ADDRESS FOR 5HRS/WK & 3 HRS EVENING & WKENDS SINCE 03/2000
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-15 |
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