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Current Employers
Royal Fund Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-07-01
  • ME RA
    APPROVED
    Since 2026-07-01

Branch Locations

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

165 State Street, Brewer, ME 04412 • 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
OrganizationCityStateFromTo
Southington High School Student Southington CT 06/2016 03/2019
Ymca Southington CT 03/2019 07/2019
University Of Maine Orono ME 08/2019 05/2026
University Of Maine Orono ME 06/2024 08/2024
Northpoint Financial Llc Brewer ME 06/2024 Present
Paradise Shop N Save Brewer ME 03/2026 Present
Hannaford Brewer ME 02/2026 Present
Royal Fund Management, Llc Lady Lake FL 06/2026 Present
  • 06/2016 → 03/2019
    Southington High School Student
    Southington, CT
  • 03/2019 → 07/2019
    Ymca
    Southington, CT
  • 08/2019 → 05/2026
    University Of Maine
    Orono, ME
  • 06/2024 → 08/2024
    University Of Maine
    Orono, ME
  • 06/2024 → Present
    Northpoint Financial Llc
    Brewer, ME
  • 03/2026 → Present
    Paradise Shop N Save
    Brewer, ME
  • 02/2026 → Present
    Hannaford
    Brewer, ME
  • 06/2026 → Present
    Lady Lake, FL
Other Businesses

1. 2/2026 Hannaford; Grocery Stocker; Retail Grocery Store; 383 Wilson St Brewer, ME 04412; Not Investment Related; Approximately- 80 Hours per month; 0 Hours during security trading hours; Stocking shelves, rotating product inventory, and organizing store areas._ 2. 3/2026 Paradise Shop n Save; Cashier; Retail Grocery Store; 397 N Main St Brewer, ME 04412; Not Investment Related; Approximately 50 hours per month; 15 Hours during trading hours; Processing customer transactions, handling cash and payments, and performing customer service. _ 3. 6/2024 NorthPoint Financial LLC; 1099 Administrative Assistant; Financial Services Company; 165 State St, Brewer, ME 04412; Investment-Related; Approximately 30 hours per month; 20 Hours during trading hours; Providing administrative support, including scheduling, document management, and general office tasks. This role does not involve providing investment advice or executing securities transactions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10
Other Names
  • Jamie Larson

View on SEC IAPD

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