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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED_RES | 2020-11-13 |
| NM | RA | APPROVED | 2013-05-22 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
6300 Riverside Plaza Ln Suite 100, Albuquerque, NM 87120 • United States
1846 E Innovation Park Drive, Oro Valley, AZ 85755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc Dba Fractal Profile Wealth | Albuquerque | NM | 05/2013 | Present |
| Peak Advisors | Rio Rancho | NM | 10/2012 | Present |
| Rio Rancho Wing Chun | Rio Rancho | NM | 01/2006 | Present |
| The American Society Of Fiduciary Education | Albuquerque | NM | 07/2016 | Present |
| Hunder J. Vonunschuld | Rio Rancho | NM | 06/2011 | Present |
1.PEAK ADVISORS; NOT INVESTMENT RELATED; LOCATED IN RIO RANCHO, NEW MEXICO; INSURANCE SALES; START DATE 10/01/2012; SPEND APPROXIMATELY 120 HOURS/MONTH ON THIS OUTSIDE BUSINESS ACTIVITY; DUTIES REQUIRED ARE INSURANCE SALES 2.The American Society of Fiduciary Education; Non investment related; 6300 Riverside Plaza Ln Suite 100, Albuquerque, NM 87120; Founder and Chairman/ Organization prepares and teaches adult education financial planning classes; July 2016; 10 hours a month, no time spent during securities trading hours; Write the classes and train the class presenters to present the class correctly 3.Fractal Profile Investment Management; Owner; Scottsdale AZ 85254; July 2021; Management and service duties (Tax Purposes Only for RFM ); 40 hours per/week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-22 |
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