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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-09 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
1850 E 3Rd St. Suite 155, Charlotte, NC 28204 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement & Estate Planning Services, Inc. | Charlotte | NC | 08/1997 | Present |
| First Heartland Capital Inc | Lake St Louis | MO | 10/2015 | 11/2018 |
| Maximum Advisory Llc | Charlotte | NC | 11/2018 | 10/2021 |
| Alphastar Capital Management Llc | Cornelius | NC | 12/2021 | 02/2022 |
| Center Street Advisors, Llc | Nashville | TN | 03/2022 | 08/2023 |
| Royal Fund Management, Llc | Lady Lake | FL | 01/2026 | Present |
1)8/1997 RETIREMENT & ESTATE PLANNING SERVICES, INC; Owner/President; 1850 E. 3rd St. Suite 155, Charlotte, NC; Investment Related a.Insurance Agency - Agent; Sales of Fixed Insurance- 75% of professional time including trading hours b.Retirement & Estate Planning - Consultant; Provide planning strategies for individuals & business through referrals & educational workshops; Majority of professional time spent including trading hours c.CPA Liaison - Personal Income Tax Consultant ; Provide tax planning strategies for individuals & corporations. Do not prepare or file tax returns; Seasonal - Approximately 40 Hrs/FEB/MARCH/APRIL; 2 Hrs/During trading hours 2)6/1975 INDEPENDENT LICENSED INSURANCE AGENT; North Carolina & Other various states; Investment Related; Fixed Insurance sales - Annuities & Life
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-06-01 |
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