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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-07 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
16850 Saturn Ln Suite 100, Houston, TX 77058 • 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 |
|---|---|---|---|---|
| Self Employed | Houston | TX | 05/1998 | Present |
| Royal Fund Management, Llc | The Villages | FL | 09/2014 | Present |
SELF EMPLOYED; NON-INVESTMENT RELATED; 12727 FEATHERWOOD #119, HOUSTON TX 77034; INSURANCE SERVCES; INSURANCE AGENT; 5/2006; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-04 |
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