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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-06-05 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
4450 Belden Village St Nw Suite 206, Canton, OH 44718 • 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 |
|---|---|---|---|---|
| Scott E. Heather | Canton | OH | 06/2002 | Present |
| Shaker Business Servs | Massillon | OH | 01/2006 | Present |
| Royal Fund Management, Llc | Canton | OH | 06/2013 | Present |
1. SCOTT HEATHER, INSURANCE AGENT - 20 HOURS 2. SHAKER BUSINESS SERVICES, TAX PREPARER - (DEPENDANT ON TIME OF YEAR)30-40 HOURS. 3. OTHER - PRE-PAID LEGAL SERVICES, SEND OUT CARDS, AND CCM. 1 HOUR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-08 |
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