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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-25 |
| TX | RA | APPROVED_RES | 2017-03-25 |
Branch Locations
701 U.S. Hwy 1, Suite 401, North Palm Beach, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | North Palm Beach | FL | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Boca Raton | FL | 03/2017 | Present |
(1)NAME: SOUTH FLORIDA FINANCIAL SERVICES INV REL: Y ADDR: 701 US HIGHWAY ONE, SUITE 401 NORTH PALM BEACH FL 33408 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START: 10/2009 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 3 DESCRIBE DUTIES: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, & GROUP HEALTH . (2)NAME: GENERATIONAL WEALTH LLC INV REL: Y ADDR: 701 US HIGHWAY ONE, SUITE 401 NORTH PALM BEACH FL 33408 NATURE: OWNER OF LLC USED FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 3/1/2025 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: OWNER OF LLC THAT WILL BE USED FOR MASSMUTUAL AND MMLIS BUSINESS. (3)NAME: CARDINAL NEWMAN HIGH SCHOOL- CRUSADERS VARSITY CLUB INV REL: N ADDR: 512 SPENCER DRIVE WEST PALM BEACH FL 33409 NATURE: PROMOTING SPORTS TO ALUMNI POSITION: PRESIDENT START DATE: 1/1/2024 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 2 DESCRIBE DUTIES: MONTLY MEETINGS ON HOW TO CONNECT WITH ALUMNI. ORGANIZING EVENTS, RUNNING MEETINGS AND REPORTING TO THE BOARD. (4)NAME: GENERATIONAL INSURANCES INV REL: Y ADDR: 701 US HIGHWAY ONE, SUITE 401 NORTH PALM BEACH FL 33408 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START: 01/25/2026 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: PROPERTY AND CASUALTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-26 |
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