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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-10-25 |
| ME | RA | APPROVED | 2013-06-04 |
Branch Locations
165 State St., Brewer, ME 04412 • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Jupiter, FL • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lifestyle Retirement Solutions Llc | Brewer | ME | 12/1999 | Present |
| Royal Fund Management, Llc Dba Northpoint Financial Llc | Brewer | ME | 05/2013 | Present |
12/1999 Lifestyle Retirement Solutions LLC; Owner/Insurance Agent; Insurance Company; Investment Related; 165 State St. Brewer, ME, 04412; 15 Hours/Month; 15 Hours During trading hours; review current client files meet with clients and prospective clients. _ 01/2020 Northpoint Financial LLC; Owner/Managing Member; Investment Related; 165 State St. Brewer, ME, 04412; 40 Hours/Month; 30 Hours During trading hours; Formed solely for investment purposes. Northpoint Financial LLC DBA is used for advisory services conducted through Royal Fund Management._ 01/2020 Commercial Real Estate; Owner; Non Investment Related; 165 State St. Brewer, ME, 04412; 5 Hours/Month; 3 Hours During trading hours; Rent office space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-17 |
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