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RIA / WealthAdvisor26 years in industry

ROBERT JOSEPH DAVIS

Advisor at ROYAL FUND MANAGEMENT, LLC

LADY LAKE, FL | APOLLO BEACH, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 24, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROYAL FUND MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 15, 2004
First registration: Mar 24, 2004
Dual registered: no
Other names: JOEY DAVIS|ROBERT JOSEPH DAVIS
IAPD individual key: 2965553

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROYAL FUND MANAGEMENT, LLC	Independent wealth	Jul 26, 2013	n/a	yes	APOLLO BEACH, FL\|LADY LAKE, FL	Current employment
AMERICAN ELITE RETIREMENT	n/a	Mar 16, 2012	Sep 12, 2013	no	APOLLO BEACH, FL	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Sep 3, 2010	Oct 6, 2010	no	TAMPA, FL	Previous registration
DMR ADVISORS	n/a	Jul 10, 2008	Jul 28, 2009	no	APOLLO BEACH, FL	Previous registration
FINANCIAL LEADERSHIP ADVISORS, INC.	n/a	Nov 16, 2006	Jun 24, 2008	no	APOLLO BEACH, FL\|ALPHARETTA, GA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Nov 15, 2004	Sep 30, 2005	no	TAMPA, FL	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Mar 24, 2004	Sep 8, 2004	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERICAN ELITE RETIREMENT	ROYAL FUND MANAGEMENT, LLC	Sep 12, 2013	Jul 26, 2013	-48	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	AMERICAN ELITE RETIREMENT	Oct 6, 2010	Mar 16, 2012	527	Firm change after gap	Other
DMR ADVISORS	NEW ENGLAND SECURITIES CORPORATION	Jul 28, 2009	Sep 3, 2010	402	Firm change after gap	Other
FINANCIAL LEADERSHIP ADVISORS, INC.	DMR ADVISORS	Jun 24, 2008	Jul 10, 2008	16	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	FINANCIAL LEADERSHIP ADVISORS, INC.	Sep 30, 2005	Nov 16, 2006	412	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	NEW ENGLAND SECURITIES CORPORATION	Sep 8, 2004	Nov 15, 2004	68	Firm change	Other

Relationships

Registered with (6)

→ ROYAL FUND MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 26, 2013 to presentfactForm ADV
→ AMERICAN ELITE RETIREMENTRegistered adviserregistration: previous registration
Mar 16, 2012 to Sep 12, 2013factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 3, 2010 to Oct 6, 2010factForm ADV
→ DMR ADVISORSRegistered adviserregistration: previous registration
Jul 10, 2008 to Jul 28, 2009factForm ADV
→ FINANCIAL LEADERSHIP ADVISORS, INC.Registered adviserregistration: previous registration
Nov 16, 2006 to Jun 24, 2008factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Mar 24, 2004 to Sep 8, 2004factForm ADV

Dated events

No dated event names this entity yet.