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Current Employers
American Elite Advisory

Crowley, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-03
FL RA APPROVED 2024-03-28
  • TX RA
    APPROVED
    Since 2026-03-03
  • FL RA
    APPROVED
    Since 2024-03-28

Branch Locations

Crowley, TX • United States

Ormond Beach, FL • United States

Ormond Beach, FL • 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
Federal Express Corporation Ormond Beach FL 06/2018 Present
Federal Express Corporation Miami FL 06/2014 05/2018
Royal Fund Management, Llc The Villages FL 04/2019 07/2022
Robert Lozano Ormond Beach FL 06/2017 08/2024
American Elite Advisory Dallas TX 07/2022 Present
  • 06/2018 → Present
    Federal Express Corporation
    Ormond Beach, FL
  • 06/2014 → 05/2018
    Federal Express Corporation
    Miami, FL
  • 04/2019 → 07/2022
    The Villages, FL
  • 06/2017 → 08/2024
    Robert Lozano
    Ormond Beach, FL
  • 07/2022 → Present
    Dallas, TX
Previous Registrations
Other Businesses

1) 04/1998 - Federal Express Corporation; non investment-related; Latin American Division HQ; Ormond Beach, FL; Customer Experience Specialist; Logistics, International Trade, Transportation; 140 hour per month; majority of time spent during trading hours; trainer, supervisor, internal consultant. 2) 05/2025 - Coastalware LLC; not investment-related; Member; minimal hours spent for this business, including during trading hours; Amazpn clothing store.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-23
S63 Uniform Securities Agent State Law Examination 1992-08-07
  • S65 Uniform Investment Adviser Law Examination
    2019-02-23
  • S63 Uniform Securities Agent State Law Examination
    1992-08-07
Other Names
  • Roberto Manuel Lozano
  • Robert Lozano
  • Robert Manuel Lozano

View on SEC IAPD

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