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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-12-10 |
Branch Locations
1403 15Th Ave Nw Suite B, Austin, MN 55912 • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Resources, Llc | Lyle | MN | 09/2002 | Present |
| Royal Fund Management, Llc | Austin | MN | 05/2014 | 10/2016 |
| Usa Financial Securities Corporation | Ada | MI | 10/2016 | 12/2017 |
| Royal Fund Management, Llc | The Villages | FL | 12/2017 | Present |
CORNERSTONE FINANCIAL RESOURCES, LLC - 1403 15TH AVE NW, AUSTIN, MN 55912. STARTED 09/2002, ANNUITY AND LIFE INSURANCE SALES. OVERSEE OPERATIONS, MEET WITH PROSPECTS AND CLIENTS, COLLEGE PLANNING WORKSHOPS. APPROX 20 HRS/WEEK DURING TRADING HOURS, 80 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-04 |
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