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Inactive

Frederick Dean Wright

Royal Fund Management, LLC

Orlando, FL

Lady Lake, FL

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Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-11-01
  • FL RA
    APPROVED
    Since 2018-11-01

Branch Locations

Orlando, FL • United States

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • 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
Nbc Securities Inc. Kissimmee FL 09/2014 08/2017
Royal Fund Management, Llc The Villages FL 10/2018 Present
Lifetime Capital Management Orlando FL 08/2017 Present
  • 09/2014 → 08/2017
    Nbc Securities Inc.
    Kissimmee, FL
  • 10/2018 → Present
    The Villages, FL
  • 08/2017 → Present
    Lifetime Capital Management
    Orlando, FL
Previous Registrations
  • 2014-11-03 → 2017-08-01
    Kissimmee, FL
  • 2013-02-19 → 2014-05-14
    Orlando, FL
  • 2011-05-12 → 2012-11-27
    Orlando, FL
    Orlando, FL
    Maitland, FL
    Orlando, FL
    Casselberry, FL
    Oviedo, FL
    Oviedo, FL
    Winter Park, FL
    Orlando, FL
    Port Orange, FL
    Daytona Beach, FL
    Apopka, FL
    Altamonte Springs, FL
    Apopka, FL
  • 2011-03-23 → 2011-05-03
    Invest Financial Corporation
    Orlando, FL
  • 2010-06-08 → 2011-03-22
    Fnb Brokerage Services, Inc.
    Stuart, FL
    Stuart, FL
    Orlando, FL
  • 2008-12-04 → 2010-01-26
    Oaklyn, NJ
    Clementon, NJ
    Gloucester, NJ
    Pennsauken, NJ
    Moorestown, NJ
Other Businesses

Lifetime Capital Management, non investment related, 2043 Stonecross Cir, Orlando, FL 32828, Insurance, President, 08/01/2017, 5 hours during trading hours. Responsibilities include servicing existing insurance clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-16
S63 Uniform Securities Agent State Law Examination 1996-01-12
  • S65 Uniform Investment Adviser Law Examination
    2008-10-16
  • S63 Uniform Securities Agent State Law Examination
    1996-01-12
Other Names
  • Fred Wright

View on SEC IAPD

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