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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Palm Coast, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Benefits Of Northeast Florida Llc | Palm Coast | FL | 11/2008 | 10/2016 |
| Royal Fund Management, Llc | The Villages | FL | 09/2014 | Present |
| Berkshire Hathaway Homeservice | Palm Coast | FL | 04/2017 | 01/2018 |
| Holistic Financial | Palm Coast | FL | 10/2016 | Present |
| Watson Realty Corp | Palm Coast | FL | 01/2018 | 02/2020 |
| Exp Realty, Llc | Palm Coast | FL | 02/2020 | 10/2022 |
| Real Broker Llc | Palm Coast | FL | 10/2022 | Present |
1) 10/2016 Holistic Financial.; owner/operator/insurance agent; non -investment related; insurance agency; 25 Claymont Ct. S., Palm Coast, FL 32137 ; 80 hrs. hours/month; 2-3 hours a day during securities trading hours; Customer service, sale of various insurance products, etc. 2) 10/2022 Real Broker, LLC; Investment Related; Realtor; 39899 Balentine Dr, Ste 200, Newark, CA 94560; 100 hours/month; 3 hours during trading hours (average of 3 hrs./day); Real Estate Services (Realtor - assisting buyers and sellers)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
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