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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-11-04 |
Branch Locations
196 Main Street Suite 101, Matawan, NJ 07747 • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Marlboro, NJ • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Royal Fund Management, Llc | The Villages | FL | 10/2015 | Present |
Independent Insurance Agent selling- Medicare, Annuities, Life and LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-07 |
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