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Sugarland, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-31 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Standard Capital Financial | New York | NY | 10/2014 | Present |
| Royal Fund Management, Llc Dba Standard Capital Financial | The Villages | FL | 07/2017 | 07/2020 |
| Simplicity Wealth, Llc | Holland | MI | 07/2020 | 10/2021 |
| Gradient Advisors Llc | Arden Hills | MN | 11/2021 | 01/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 01/2023 | 02/2026 |
| P&C Life Insurance Agency, Llc | Sugarland | TX | 02/2026 | Present |
| M&A Wealth | Sugarland | TX | 02/2026 | Present |
P&C Life Insurance Agency, LLC; Investment-related; Insurance agency; Insurance Agent; 05/2024 - Present; Approx. 40 hours/month; Approx. 20 hours/month during trading hours; Solicits and services life and health insurance policies and related insurance activities//Standard Capital Financial; Investment-related; Insurance compensation/payee entity; Agent; 10/2014 - Present; Approx. 40 hours/month; Approx. 20 hours/month during trading hours; Receives insurance-related compensation for life and health insurance activities. No securities activities or separate client-facing business are conducted through this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-07 |
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