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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED_RES | 2024-01-25 |
| CT | RA | APPROVED | 2020-09-23 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
1086 Elm Street Suite 102, Rocky Hill, CT 06067 • United States
3 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 |
|---|---|---|---|---|
| Financial Security Planners, Llc | Rocky Hill | CT | 09/2018 | 02/2021 |
| Advanced College Planning, Llc | Rocky Hill | CT | 12/2012 | 05/2026 |
| Essex Securities Llc | Rocky Hill | CT | 07/2016 | 12/2017 |
| Royal Fund Management, Llc | Lady Lake | FL | 09/2020 | Present |
| Financial Security Planners, Llc | Naples | FL | 06/2021 | Present |
1) DAVID MARTIN. INDEPENDENT LICENSED INSURANCE AGENT. 1086 ELM STREET, SUITE 102 ROCKY HILL CT 06067. INSURANCE AGENT. 2) 6/2021 FINANCIAL SECURITY PLANNERS, LLC; CCO/PRESIDENT/MANAGING MEMBER/INSURANCE AGENT; INVESTMENT RELATED; NAPLES, FL; RUN ALL INSURANCE FEES THROUGH FIRM/TAX PURPOSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-13 |
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