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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-03-06 |
Branch Locations
9040 Quaday Ave Ne Suite 205, Otsego, MN 55330 • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc Dba Strategic Financial Group | The Villages | FL | 03/2019 | Present |
| Empowermx | Frisco | TX | 01/2014 | 03/2020 |
| Croft Enterprises, Llc | Minneapolis | MN | 03/2020 | 06/2021 |
1) Independent License Insurance Agent; 5/2019; annuity & life insurance products; Elk River, MN 2) 3/2019 Lift Financial LLC; 10740 185th Cir NW Elk River, MN 55330; 1099 Income; Registered Agent/ Support; Financial planning and client servicing firm (independent contractor through Royal Fund dba Strategic Financial Group); approximately 4% of professional time spent 3) 5/2026 Luna Haus Salon LLC; Owner; Hair Salon; Non- Investment Related; 921 Central Ave. E Suite 300, St. Michael, MN 55376; 20 hours/month; ; Staff and Inventory Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-15 |
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