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Andres Rene Rodriguez

Royal Fund Management, LLC

Pasadena, TX

Lady Lake, FL

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Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-20
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2014 → 06/2019
    Full Time Student
    Pasadena, TX
  • 08/2019 → 12/2023
    University Of Houston Clear Lake
    Pasadena, TX
  • 08/2021 → Present
    Ar Financial Group Inc.
    Pasadena, TX
  • 03/2024 → Present
    Royal Fund Management, Llc Dba Ar Wealth Management
    Lady Lake, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-10
  • S65 Uniform Investment Adviser Law Examination
    2024-03-10

View on SEC IAPD

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