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Caledonia, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-17 |
| MI | RA | APPROVED | 2025-05-08 |
| CA | RA | APPROVED | 2025-05-02 |
| PA | RA | APPROVED | 2024-10-09 |
| MO | RA | APPROVED | 2024-09-11 |
| NY | RA | APPROVED | 2024-07-19 |
| FL | RA | APPROVED | 2023-07-31 |
| TX | RA | APPROVED_RES | 2023-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management Dba Blackston Financial Advisory Group | The Villages | FL | 07/2011 | 08/2019 |
| Sandy Morris Financial | Tampa | FL | 08/2019 | 01/2026 |
| Pearl Wealth Group | Tampa | FL | 01/2021 | Present |
William Andrew Blackston is a licensed insurance agent; Investment related: yes; Location: 10524 Greencrest Drive, Tampa FL. Mr. Blackston operates in Michigan and other states, offering life insurance, Medicare, annuities, and related services. Mr. Blackston dedicates about 3 hours monthly to insurance and it accounts for 5% or less of our revenue from this venture. Mr. Blackston does not offer insurance products or Medicare supplements/advantage plans to any clients in the state of New York.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-07 |
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