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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-04-12 |
Branch Locations
Mount Vernon, WA • 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 |
|---|---|---|---|---|
| Sound Benefits Counsulting | Mt Vernon | WA | 10/2004 | Present |
| Royal Fund Management, Llc | The Villages | FL | 04/2016 | Present |
SOUND BENEFITS CONSULTING; 1500 E COLLEGE WAY, STE A PMB 358, MT VERNON, WA 98273; I AM PRESENTLY OWNER; SPEND 30/HRS/WEEK; CONSULTANT, ADVISE ON PENSION REGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-06 |
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