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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-02-12 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corbett Insurance Services | Charlotte | NC | 01/2010 | 08/2020 |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2014 | 04/2018 |
| Royal Fund Management, Llc | Lady Lake | FL | 02/2020 | Present |
| I65Plus | Charloette | NC | 08/2020 | Present |
1)I65PLUS, NON- INVESTMENT RELATED, 2011 WINTER ST. CHARLOTTE, NC 28205, INSURANCE SALES, INDEPENDENT AGENT FOR VARIOUS INSURANCE COMPANIES 08/2020 TO PRESENT, 40 HOURS PER MONTH TOTAL WITH 20 HOURS PER MONTH DURING TRADING HOURS. DUTIES INVOLVE MEETING WITH PROSPECTIVE CLIENTS AND ASCERTAINING THE NEED FOR HEALTH INSURANCE, LIFE, DISABILITY, LONG TERM CARE AND/OR ANNUITIES AND PLACING THE APPROPRIATE PRODUCT(S) TO FILL THE NEED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-09 |
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