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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
6100 Plumas Street, Suite 203, Reno, NV 89519 • 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 |
|---|---|---|---|---|
| Liberty Partners Financial Services, Llc | Bakersfield | CA | 07/2015 | 07/2018 |
| Liberty Partners Capital Management, Llc | Cheyenne | WY | 07/2015 | 07/2018 |
| Semel Risk Consultants, Llc | Reno | NV | 02/2018 | Present |
| Wealth Watch Advisors | Englewood | CO | 07/2020 | 01/2022 |
| Royal Fund Management, Llc | Lady Lake | FL | 01/2022 | 11/2022 |
| Portfolio Medics | Bonita Springs | CA | 11/2022 | Present |
(1) Semel Risk Consultants, llc. 6100 Plumas Str Suite 203 reno NV 89519, INSURANCE BUSINESS, GROUP BENEFITS, PROPERTY AND CASUALTY, LIFE, ANNUITIES, DI, LIC, WORKERS COMP, NO investment advisory services. REP WILL DEVOTE APPROX. 100 HRS PER MONTH AND THESE CLIENTS MAY BE advisory CLIENTS. (2) 2021 Nevada Independent Insurance Agents; Investment Related; Board Member; Non Profit Association; Henderson, NV 89053; Spends less than 10% of professional time/Few days a quarter; Attend Board Meetings/Conferences and Trade Shows
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-17 |
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