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Current Employers
Royal Fund Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-07-27
  • CA RA
    APPROVED
    Since 2015-07-27

Branch Locations

24031 El Toro Rd. Suite 320, Laguna Hill, CA 92653 • 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
Signature America Financial & Insurance Services Inc. Laguna Hill CA 07/2002 Present
Royal Fund Management, Llc Dba Signature America Wealth Mgmt The Villages FL 06/2015 Present
Tax Centers 360 Laguna Hill CA 03/2019 Present
  • 07/2002 → Present
    Signature America Financial & Insurance Services Inc.
    Laguna Hill, CA
  • 06/2015 → Present
    Royal Fund Management, Llc Dba Signature America Wealth Mgmt
    The Villages, FL
  • 03/2019 → Present
    Tax Centers 360
    Laguna Hill, CA
Previous Registrations
  • 2002-09-23 → 2007-10-31
    Qa3 Financial Llc
    Riverside, CA
Other Businesses

1) SIGNATURE AMERICA FINANCIAL & INSURANCE SOLUTIONS, INC.; INVT REL; 24031 EL TORO ROAD, SUITE 320, LAGUNA HILL CA 92653; INSURANCE; PRESIDENT; START 07/2002; 150 HRS/MO; 150 HRS/MO DURING TRADING; PROMOTE/MARKET LIFE, HEALTH, & FIXED ANNUITIES. 2) WEBSITE OWNER, EMAIL ADDRESS FACTORY/BOLLYWOOD SHAADIS.COM/RED HOT WEB GEMS; NONINVT REL; WEBSITE OWNER; START 01/2015; 10 HRS/MO; DESIGN & MARKETING. 4) EXECUTIVE GUILD OF EL TORO; CONDO OWNERS ASSOCIATION; NON INVT REL; BOARD MEMBER; 9060 IRVINE CEBTER DR IRVINE CA; START 01/2013 - 1/2019 & 02/2020 - Present ; 1 HR/MO; MEET ONCE WK TO DISCUSS MAINTENANCE & UPKEEP ISSUES 5) HINDU TEMPLE SOCIETY OF INLAND EMPIRE; NON-INVT REL; BOARD MEMBER; START 1993; 1 HR/MO; DISCUSS ISSUES SUCH A MAINTENANCE, PROGRAMS, GROWTH, ETC. 6)TAX CENTERS 360; NON-INVT REL; 24031 EL TORO ROAD, SUITE 320, LAGUNA HILL CA 92653; TAX PREPARATION; OWNER; START 03/2019; 20% OF TIME DURING TAX SEASON; COLLECT TAX DOCUMENTS FROM CLIENTS, SEND TO ACCOUNTANT, REVIEW RETURNS WITH CLIENTS AND DISCUSS TAX SAVING OPPORTUNITIES. 7) ASSET POSITIONING SERVICES, LLC DBA FAMILYESTATEDOCS.COM.; NON INVT REL; 4812 ASHEVILLE HWY, KNOXVILLE, TN 37914;7) ASSET POSITIONING SERVICES, LLC DBA FAMILYESTATEDOCS.COM.; NON INVT REL; 4812 ASHEVILLE HWY, KNOXVILLE, TN 37914; https://www.familyestatedocs.com/contact.php; Estate Plan Coordinator START 04/2024; 8 HRS/MO; 4 HRS/MO DURING TRADING; MARKET LIVING TRUSTS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-08
S66 Uniform Combined State Law Examination 2000-04-26
  • S63 Uniform Securities Agent State Law Examination
    2011-09-08
  • S66 Uniform Combined State Law Examination
    2000-04-26
Designations
Other Names
  • Paul Kalra
  • Dharam Pal Kalra

View on SEC IAPD

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