ROBO ADVISOR, INC.
LAKE MARY, FLORIDA

ROBO ADVISOR, INC., once known as SOVEREIGN LEGACY, INC., is a Florida-based company created on November 28, 2010, with the file number P10000096920. They operate from PO BOX 917735 in Longwood, FL, with their business activities conducted in Lake Mary within Seminole County. The company is led by key individuals like Jeffrey J Hovermale, who founded it, and Lauren T Reale, who oversees its financial aspects as both CFO and Secretary-Treasurer. ROBO ADVISOR, INC. distributes products such as Fixed Insurance and Annuities through Sovereign Wealth Management Group, Inc., with detailed information on licensing and disclosures provided. Their offerings emphasize education over investment advice to ensure users understand the advisory nature of their content. The company stresses compliance with regional regulations for selling securities or insurance, which might vary by state or jurisdiction due to representative licensing requirements. ROBO ADVISOR, INC. advises on potential risks associated with investments and product offers that are guaranteed based on issuer strength. Additionally, they clarify that terms and availability of products can change without prior notice. Notably, the company went through a name change as recently as March 18, 2019, and their latest annual report was filed in May 2024. For more details about their services or operations, please refer to their website at sovereignlegacy.com.