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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| IL | RA | APPROVED | 2026-04-02 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
5400 Prairie Stone Parkway, Hoffman Estates, IL 60192 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc Dba Tru Financial Strategies | The Villages | FL | 04/2017 | 04/2026 |
| Svoboda Financial Group, Inc. | Elgin | IL | 10/2015 | Present |
| Farther | Hoffman Estates | IL | 04/2026 | Present |
(1) October 2015 - Svoboda Financial Group, Inc.; 1360 N. Lyle Avenue, Elgin, IL 60123; Investment Related; Independent Insurance Agency; President; 100 hours / month, (50 hours / month during trading hours); Duties: Life and Health Licensed Insurance Agent with focus on Fixed Annuities, Medicare Supplements, Life Insurance, Long Term Care (2) March 2022 - Svoboda Wealth Management, Inc.; President; 1360 N. Lyle Avenue, Elgin, IL 60123; Non- Investment Related; Business Name for Advising Income for DBA Tru Financial Strategies Tax purposes only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-10 |
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