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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-05 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Lake Worth, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Equity Group | Delray Beach | FL | 12/2008 | 04/2018 |
| Govgistics | Boca Raton | FL | 06/2016 | 07/2018 |
| First Advisors National, Llc | Delray Beach | FL | 05/2018 | 11/2018 |
| Royal Fund Management, Llc | The Villages | FL | 11/2018 | Present |
| Kevin Schneider | Miami | FL | 12/2008 | Present |
| United Financial Freedom | Draper | UT | 04/2019 | Present |
1) 12/2008 Independent Licensed Insurance Agent; Florida; Investment Related/Insurance,: Life Insurance and Annuity Sales, Licensed Insurance Agent, 40 hrs; appointed with Insurance companies through an IMO (Insurance Marketing Organization) 2) 4/2019; United Financial Freedom; Director/Sales; Computer Software Developments/Debt reduction software; Software Subscription; 120 E. 13065 S, Draper, UT 84020; non-investment related 3) 9/2022; Jorns and Associates, LLC; Solicitor; CPA Firm; 30 N. Gould St. Suite 23809, Sheridan, WY 82801; Non investment related; 5% of professional time; refer business owners to CPA firm 4) 10/2024 Bettr LLC; Referring Agent (solicitor); Referring Agency; 925 N Point Pkwy Suite 120 Alpharetta, GA 30005; Non Investment Related; 5 % of professional time; Refer individuals and companies for Debt consolidation/Credit Repair/Student Loan Forgiveness/ Tax Planning. 5) 1/2025 Estate Guru; Advisor/Agent; Estate Planning Software; 410 S University Ave, Provo, UT 84601; Investment Related; approximately 5% of professional time spent 6) 2/2025 JKZ Financial LLC; 1099 Entity for Income Only; 5708 Muirfield Village Circle Lake Worth,FL 33463; Non Investment Related; LLC to collect advisory fees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-04 |
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