Inactive

Daniel William Johnson

Royal Fund Management, LLC

St. Petersburg, FL

CRD 6011526

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Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers

Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2013-05-31

FL RA
APPROVED

Since 2013-05-31

Branch Locations

St. Petersburg, FL • United States

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wcf Disaster Services	St. Petersburg	FL	01/2006	04/2022
Us Dept Of Health And Human Services	Washington	DC	01/2008	12/2021
Royal Fund Management, Llc	St. Petersburg	FL	05/2013	Present

01/2006 → 04/2022

Wcf Disaster Services

St. Petersburg, FL
01/2008 → 12/2021

Us Dept Of Health And Human Services

Washington, DC
05/2013 → Present

Royal Fund Management, Llc

St. Petersburg, FL

Previous Registrations

2012-01-30 → 2013-09-13

American Elite Retirement

St. Petersburg, FL

Other Businesses

2/1992 Independent Licensed insurance Agent; Investment Related; St. Petersburg, Florida; Life Health & Annuity Products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-11-03

S65 Uniform Investment Adviser Law Examination

2011-11-03

View on SEC IAPD

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