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Ponte Vedra, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-29 |
| TX | RA | APPROVED | 2021-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longboat Key Financial Group, Llc | Longboat Key | FL | 01/2006 | 11/2021 |
| Total Wealth Planning And Management, Inc. | Palmetto | FL | 11/2021 | Present |
Reid Winder is Managing Member of RTW Investments, LLC, a dba name and business support company. RTW Investments, LLC does not provide investment services. RTW Investments, LLC does provide Life Insurance, Long Term Care Insurance and Indexed Annuity Business Life Insurance, Long Term Care Insurance and Indexed Annuity Business RTW Investments, LLC.; Agent; Investment Related; 4319 Pompano Ln Palmetto FL 34221; Responsibilities: Introduce Insurance products for estate planning and Fixed Indexed Annuities as a bond replacement during low interest environments.; 2025-01-01; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 20 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-31 |
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