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Advisor at ROYAL FUND MANAGEMENT, LLC
Altamonte Springs, FL | LADY LAKE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ROYAL FUND MANAGEMENT, LLC | Independent wealth | Sep 13, 2021 | n/a | yes | Altamonte Springs, FL|LADY LAKE, FL | Current employment |
| IAMS WEALTH MANAGEMENT, LLC | Independent wealth | Mar 25, 2020 | Sep 23, 2021 | no | OMAHA, NE|WINTER PARK, FL | Previous registration |
| LANARK FINANCIAL, INC. | Bd affiliated wealth | Dec 1, 2014 | Feb 26, 2020 | no | TAVARES, FL|SEBRING, FL|LAKE MARY, FL|MELBOURNE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IAMS WEALTH MANAGEMENT, LLC | ROYAL FUND MANAGEMENT, LLC | Sep 23, 2021 | Sep 13, 2021 | -10 | Firm change | RIA to RIA |
| LANARK FINANCIAL, INC. | IAMS WEALTH MANAGEMENT, LLC | Feb 26, 2020 | Mar 25, 2020 | 28 | Firm change | Ibd to RIA |