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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2020-09-29 |
| TX | RA | APPROVED | 2020-09-29 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
110 S. 13Th St., Clinton, OK 73601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc Dba Advanced Financial Strategies | Lady Lake | FL | 09/2020 | Present |
| Advanced Financial Strategies, Inc | Clinton | OK | 02/2020 | Present |
| Pioneer Telephone Coop | Kingfisher | OK | 05/2019 | 01/2020 |
| Gr Energy Services | Weatherford | OK | 05/2019 | 05/2019 |
| Southwestern Oklahoma State University | Weatherford | OK | 08/2016 | 05/2019 |
1) 02/2020 Advanced Financial Strategies, Inc. ; Clinton OK ; Investment Related : Vice President/Insurance Agent ; approximately 160 hours a month/ 5 hours a day during trading hours ; meeting with clients to discuss insurance needs and taking care of technology in our office 2) 06/2018 Independent Licensed Insurance Agent: Clinton OK ; investment related ; Life & Medicare ; 10 hours a month 3) 1/2022 Baca Wealth Management LLC; Clinton OK ; Investment Related : Founder ; Income Tax Purposes only 4.) Weatherford Rotary Club; Treasurer: Non-Profit; Not Investment Related; Handle the finances for the organization, i.e. pay bills, keep statements & payments in order. No financial interest in business; Approximate percentage of time per month: 5%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-19 |
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