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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-08-17 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Crystal River, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Years Insurance Group, Inc. | Crystal River | FL | 12/2011 | Present |
| Integrated Trust Systems | Scottsdale | AZ | 12/2017 | 07/2022 |
| Royal Fund Management, Llc | The Villages | FL | 08/2015 | Present |
1) 7/2018 Rocco Foley; Independent Insurance Agent/Licensed Public Adjuster; not investment-related, 1302 SE Paradise Ave. Crystal River, FL 34429, approximately 2-3 hours per week, approximately 30% spent on business; assists consumers through the Insurance Property Claims Settlement Process; may sell certain types of insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-17 |
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