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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-19 |
| FL | RA | APPROVED | 2004-06-24 |
Branch Locations
1000 Corporate Dr, Suite 700 Radice Iii, Ft Lauderdale, FL 33334-3637 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Ft. Lauderdale | FL | 06/2004 | Present |
| Mml Investors Services, Inc. | Ft. Lauderdale | FL | 06/2004 | Present |
(1)NAME: RONALD WEINBERG/WEALTH COACH CORP INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE BUSINESS POSITION: PRESIDENT START DATE: 09/08/2020 NO HRS/MO: 5 NO HRS/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, & LONG TERM CARE. (2)NAME: RONALD WEINBERG/WEALTH COACH CORPORATION INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OTHER- LIFE SETTLEMENTS POSITION: AGENT START: 8/30/2021 NO HRS/MO: 3 NO HRS/MO DUR SEC TRADING: 3 DESCRIBE DUTIES: WORK WITH CLIENT AND SETTLEMENT COMPANY TO PROVIDE INFORMATION TO COMPLETE SALE. (3)NAME: WEALTH SOLUTIONS PARTNERS LLC INV REL: Y ADDR: 1000 CORPORATE DRIVE, SUITE 700, FORT LAUDERDALE, FL 33334 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START: 10/17/2024 NO HRS/MO: 1 NO HRS/MO DUR SEC TRADING: 1 DESCRIBE DUTIES: OWNER OF LLC- DBA NAME FOR FIRM BUSINESS AND BUSINESS EXPENSE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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