Mark Royal Sorensen

Current Employers

Royal Fund Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2024-05-28
WI	RA	APPROVED	2024-05-06
FL	RA	APPROVED	2007-08-07

TN RA
APPROVED

Since 2024-05-28
WI RA
APPROVED

Since 2024-05-06
FL RA
APPROVED

Since 2007-08-07

Branch Locations

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

Oneida, TN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Sorensen Tax Advisory Group, Inc.	Lady Lake	FL	12/2003	Present
Royal Fund Management, Llc	Lady Lake	FL	06/2007	Present

12/2003 → Present

Sorensen Tax Advisory Group, Inc.

Lady Lake, FL
06/2007 → Present

Royal Fund Management, Llc

Lady Lake, FL

Previous Registrations

2010-09-14 → 2014-01-08

American Elite Retirement

The Villages, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-07-11
S63	Uniform Securities Agent State Law Examination	1982-03-12

S65 Uniform Investment Adviser Law Examination

2007-07-11
S63 Uniform Securities Agent State Law Examination

1982-03-12

View on SEC IAPD

Current Employers

Royal Fund Management, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

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