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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-13 |
| MD | RA | APPROVED | 2013-04-25 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Frederick, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc Dba Frederick Financial Group | Frederick | MD | 04/2013 | Present |
| Liberty Insurance, Llc | Frederick | MD | 11/2010 | Present |
| Frederick Tax Pros | Frederick | MD | 10/2015 | 12/2019 |
11/2010- LIBERTY INSURANCE, LLC -INVESTMENT RELATED - 2226 WEST GREENLEAF DRIVE, FREDERICK MD 21702 - INDEPENDENT INSURANCE AGENCY - PRESIDENT/INSURANCE AGENT, APPROXIMATE NUMBER OF HOURS/MONTH; 25, NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING SECURITY TRADING HOURS; 60, REVIEW ANALYZE AND ASSESS CLIENT NEEDS FOR LIFE, DISABILITY ANNUITY AND LONG-TERM CARE INSURANCE. SHOP THOSE NEEDS AMONG VARIOUS INSURANCE CARRIERS THROUGHOUT THE COUNTRY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-27 |
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