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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| FL | RA | APPROVED | 2015-02-10 |
Branch Locations
6237 Presidential Court Suite 110, Fort Myers, FL 33919 • United States
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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Fort Myers | FL | 12/2014 | Present |
| Mml Investors Services, Llc | Fort Myers | FL | 12/2014 | Present |
(1) NAME: BLUE CHIP FINANCIAL GROUP OF SOUTHWEST FLORIDA INV REL: Y ADD: 6237 PRESIDENTIAL COURT SUITE 110 FORT MYERS FL 33919 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: AGENT START DATE: 3/15/2022 NO HRS/MO: 1 NO HRS/MO TRADING TIME: 1 DESCRIBE DUTIES: LIFE, FIXED ANNUITES, DISABILITY, LONG TERM CARE, & HEALTH. (2) NAME: JAMES WINSTEL JR INV REL: Y ADD: 66237 PRESIDENTIAL COURT SUITE 110 FORT MYERS FL 33919 NATURE: LIFE SETTLEMENTS POSITION: AGENT START DATE: 07/21/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: AGENT FOR LIFE SETTLEMENTS REFERRAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-10 |
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