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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-07-27 |
Branch Locations
24031 El Toro Rd. Suite 320, Laguna Hill, CA 92653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-08 |
| S66 | Uniform Combined State Law Examination | 2000-04-26 |
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