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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-01-26 |
| IA | RA | APPROVED | 2016-01-28 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
7040 Ne 14Th Street Suite 103, Ankeny, IA 50021 • United States
7990 W Alameda Ave, Lakewood, CO 80226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partners Advantage Fka Amz Financial Insurance Services, Llc | Waukee | IA | 11/2007 | 03/2018 |
| Royal Fund Management, Llc Dba Triplett Wealth Management | Ankeny | IA | 01/2016 | Present |
| Partners Advantage | Urbandale | IA | 03/2018 | 03/2019 |
| Lolly Co. Dba Triplett-Westendorf Insurance Services | Ankeny | IA | 01/2017 | Present |
| Triplett-Westendorf College Consulting | Ankeny | IA | 01/2018 | Present |
1) 01/2017 LOLLY CO. dba TRIPLETT-WESTENDORF INSURANCE SERVICES; ANKENY, IA; FIXED AND TRADITIONAL LIFE AND ANNUITY SALES; APPROXIMATELY 30 HOURS PER WEEK; WHOLESALER FOR FIXED AND TRADITIONAL LIFE,ANNUITY PRODUCTS; SALARY PLUS COMMISSION. 2) 01/2018 TRIPLETT-WESTENDORF COLLEGE CONSULTING; COLLEGE CONSULTING FIRM; OWNER; NON -INVESTMENT RELATED; ANKENY, IA; DEVOTE 8 HOURS PER MONTH (2 PER WEEK) 3) TRIPLETT-WESTENDORF FINANCIAL GROUP; OWNER; NON -INVESTMENT RELATED; ANKENY, IA; BLANKER ORGANIZATION TO RUN ALL FEES/TAX PURPOSES 4) 12/2025 Lolly Properties LLC; Owner/Manager; Real Estate; 805 Bridgeview Street, Polk City IA; Non- Investment Related; 5% Time Spent on outside activity; 0 hours during trading hours; Property Acquisition/Leasing/Rending real estate buildings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-03 |
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