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440 Sawgrass Corporate Pkwy Suite 204, Sunrise, FL 33325 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-07-24 |
Branch Locations
440 Sawgrass Corporate Pkwy Suite 204, Sunrise, FL 33325 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Planning Services Inc/Dba-Asset Protection Group | Plantation | FL | 10/1992 | Present |
| Capital Appreciation, Inc Dba Asset Protection Group | Plantation | FL | 06/2012 | Present |
| Royal Metals Group | Plantation | FL | 05/2012 | 09/2018 |
| Royalty One Holdings, Inc. | Plantation | FL | 12/2006 | Present |
| National Gold Consultants, Inc. | Monticello | MN | 09/2020 | Present |
ASSET PROTECTION GROUP, 8551 W SUNRISE BLVD #106, PLANTATION FL 33322. PRESIDENT, 30 HOURS A WEEK TIME DEVOTED, START DATE 1989, LIFE, HEALTH, FIXED & INDEXED ANNUITIES, LTC, LTD & STD. APPT. WITH VARIOUS COMPANIES, INVESTMENT RELATED. ROYALTY ONE HOLDINGS, INC.; NON-INVESTMENT RELATED; PLANTATION, FL; HOLDING COMPANY FOR OFFICE; STARTED 12/2006; 0 HOURS PER MONTH; PAYMENT OF MORTGAGE AND ASSOCIATION FEES. National Gold Consultants, Inc.; Investment related; Monticello, MN; Precious Metal Sales; Precious Metals Salesperson; started 09/2020; 12 hours per month; 5 hours during trading hours; sale of precious metals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-31 |
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