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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-05-25 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
7177 Hickman Road Suite 4, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Retirement Systems | West Des Moines | IA | 05/2013 | Present |
| Fellowship Of Fiduciary Education | West Des Moines | IA | 01/2015 | Present |
| Royal Fund Management, Llc | The Villages | FL | 05/2016 | Present |
1) 01/2015- Fellowship of Fiduciary Education, LLC; Owner, Investment Related; 5700 University Avenue, Suite 250, West Des Moines, IA 50266. Develops comprehensive savings, accumulation and distribution classroom materials for use in higher education settings. 10 hours/per month. 2) 05/2013 - American Retirement Systems; relationship manager; Non-Investment Related; 5700 University Avenue, Suite 250, West Des Moines, IA 50266. Provides independent insurance professionals with industry education as well as conceptual training to bring retirement planning concepts together in a way that can be easily explained to a client in an appointment. 40 hours/per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
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