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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-20 |
Branch Locations
5041 Spencer Hwy Suite 603, Pasadena, TX 77505 • 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 |
|---|---|---|---|---|
| Full Time Student | Pasadena | TX | 03/2014 | 06/2019 |
| University Of Houston Clear Lake | Pasadena | TX | 08/2019 | 12/2023 |
| Ar Financial Group Inc. | Pasadena | TX | 08/2021 | Present |
| Royal Fund Management, Llc Dba Ar Wealth Management | Lady Lake | FL | 03/2024 | Present |
08/2021 AR Financial Group Inc.; Insurance Agency; Investment Related ; Junior Partner/Insurance Agent; 5041 Spencer Hwy Suite 603 Pasadena TX 77505 ;160 hours/month; Independent Life/ Health/ Fixed Index Annuity ( no variable products are sold)/ Providing quotes for life and health insurance, and illustrations for Fixed Indexed Annuity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-10 |
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