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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Tallahassee | FL | 05/2009 | 12/2020 |
| Park Avenue Securities | Tallahassee | FL | 05/2009 | 12/2020 |
| Massmutual | Tallahassee | FL | 12/2020 | Present |
| Mml Investors Services | Tallahassee | FL | 12/2020 | Present |
1)NAME:KRMV LLC, INV REL:Y ADDR:@RESIDENTIAL ADDRESS ON FILE NATURE:RENTAL INCOME POSTION:MANAGER START:2009 NO HR/MO:1 NO HR/MO DUR TRADING:0 2)NAME:ROBIN VERNON, INV REL:Y ADDR:4830 W KENNEDY BLVD SUITE 800 TAMPA FL 33609 NATURE:HEALTH INSURANCE, POSITION:BROKER START: 12/2020 NO HR/MO:1 NO HR/MO DUR TRADING:1. 3)NAME:ROBIN VERNON, INV REL:Y ADDR:1913 CAPITAL CR NE TALLAHASSEE FL 32308 NATURE:LIFE, DISABILITY, FIXED ANNUITIES, POSITION:AGENT START:2/17/2021 NO HR/MO:1 NO HR/MO DUR TRADING:1 DUTIES:SERVICING INSURANCE THROUGH MULTIPLE CARRIERS. 4)NAME: PWL HOLDINGS, LLC, INV REL: Y ADDR: 3233 THOMASVILLE RD, TALLAHASSEE, FL 32308, NATURE:LLC THAT HOLDS OWNERSHIP INTEREST IN OUR OFFICE BUILDING, POSITION: MEMBER, START:05/01/2022, NO HR/MO: 0.5 NO HR/MO DUR TRADING:0, DUTIES: WORK WITH OTHER MEMBER TO UPKEEP THE BUILDING. 5) NAME: UNITED WAY OF THE BIG BEND INV REL: N ADD: 307 E 7TH AVE, TALLAHASSEE, FL 32303 NATURE: NON PROFIT TO ASSIST COMMUNITY ON POVERTY NEEDS POSITION: BOARD MEMBER START DATE: 04/23/2024 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 2. DESCRIBE DUTIES: ENSURE UNITED WAY OF THE BIG BEND HAS THE FINANCIAL RESOURCES IF NEEDS ON AN ANNUAL BASIS THROUGH PHILANTHROPY AND FUND DEVELOPMENT (6)NAME: LEGACY PLANNING LLC, INV REL:Y ADDR: 2618 CENTENNIAL PLACE, TALLAHASSEE FL 32308 NATURE: LLC FOR DBA, POSITION: PARTNER, START: 12/16/2024, NO HR/MO:0 NO HR/MO DUR TRADING:0 DUTIES: LLC FOR DBA. (7)NAME: HCES DEVELOPMENT COMMITTEE, INV REL:N ADDR: 2001 FLEISCHMANN RD, TALLAHASSEE FL 32308 NATURE: SCHOOL BOARD OF DIRECTORS, POSITION:BOARD MEMBER START: 8/13/2025, NO HR/MO: 2 NO HR/MO DUR TRADING: 0 DUTIES:HELPWITH FUNDRAISING IDEAS (NOT SECURING FUNDS) ASSIST THE DIRECTOR OF ADVANCEMENT WITH EVENTS FOR A CAPITAL CAMPAIGN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-25 |
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