ROBO ADVISOR, INC.
LAKE MARY, FLORIDA

ROBO ADVISOR, INC., previously known as SOVEREIGN LEGACY, INC., is a Florida-based company incorporated under the Domestic Corporation for Profit (DOMP) type. Officially recognized with the file number P10000096920, it was established on November 28, 2010, and has its registered mailing address at PO BOX 917735, LONGWOOD, FL, 32791-7735, U.S.A. The company operates in Lake Mary within Seminole County, under the status defined by Florida Models DOS as being based there. It is currently headed by key executives including Jeffrey J Hovermale as Founder and Lauren T Reale serving both as Chief Financial Officer (CFO) and Secretary-Treasurer (ST). ROBO ADVISOR, INC.'s business includes distributing Fixed Insurance and Annuity products through its affiliate Sovereign Wealth Management Group, Inc. The company offers these products with clear disclosures around their distribution and licensing on specified pages titled "insurance and annuity licensing" and "insurance & annuity disclosures," emphasizing the general advisory nature of content available on its website. The content provided by ROBO ADVISOR, INC. is for educational purposes only and not to provide investment advice or solicitation. All financial activities such as selling securities or providing insurance are regulated strictly according to regional laws in which they are properly registered and licensed. It stresses that the business operations may involve varying states or jurisdictions depending on representative licensing. Furthermore, ROBO ADVISOR, INC. underscores important disclaimers regarding investment risk, tax advice prohibition, product guarantees reliant on issuer strength, and potential availability changes without notice for insurance and annuity products. Their latest public filing event involved a name change as of March 18, 2019, with the company's last annual report filed on May 1, 2024. For further information about their financial services, investments or other related operations, please visit the official website at sovereignlegacy.com.