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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-14 |
Branch Locations
Jacksonville, FL • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc | Lady Lake | FL | 09/2023 | Present |
| Dynamic Corporate Solutions, Inc | Jacksonville | FL | 09/2021 | 08/2022 |
| Ameris Bank | Jacksonville | FL | 11/2017 | 05/2020 |
| Robert Half | West Palm Beach | FL | 07/2012 | 10/2017 |
| Early Retirement | Jacksonville Beach | FL | 06/2020 | 09/2021 |
| Early Retirement | Jacksonville Beach | FL | 08/2022 | 09/2023 |
| Schlosser Insurance Services Llc | Jacksonville Beach | FL | 10/2023 | Present |
10/2023 Schlosser Insurance Services LLC DBA; Member/Independent Licensed Insurance Agent; Jacksonville Beach, FL; Investment Related; Approximately 5 hours a week; life, health, annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-20 |
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