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13410 Parker Commons Blvd Suite 101, Fort Myers, FL 33912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-05 |
| WI | RA | APPROVED | 2024-02-05 |
| AZ | RA | APPROVED | 2021-08-11 |
| TX | RA | APPROVED_RES | 2021-07-23 |
| OH | RA | APPROVED | 2014-07-21 |
Branch Locations
13410 Parker Commons Blvd Suite 101, Fort Myers, FL 33912 • 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 |
|---|---|---|---|---|
| M&M Wealth Management, Llc | Fort Myers | FL | 06/2014 | Present |
LICENSED INSURANCE AGENT; INVESTMENT RELATED; SAME ADDRESS AS PRINCIPAL PLACE OF BUSINESS- 13410 PARKER COMMONS BLVD SUITE 101 FORT MYERS, FL 33912; OFFER LIFE, HEALTH AND ANNUITY; INSURANCE AGENT; START DATE IS 01/2005; SPEND LESS THAN 8 HOURS A MONTH OR 2 PER WEEK; ANALYZE INFORCE ILLUSTRATIONS AND PROVIDE QUOTES FOR NEW POLICIES. SHAREHOLDER IN HEALTH & WEALTH CO.; NON-INVESTMENT RELATED; 640 5TH AVE S NAPLES, FL 34102; OWNED BY DOCTORS HEARING LLC. OFFER HEARING TESTING AND HELP WITH HEARING DEVICES; 01/2025 START DATE; SPEND LESS THAN 20 HOURS PER MONTH OR 5 HOURS PER WEEK; WILL ASSIST HEARING AID PATIENTS WITH TECHNOLOGY AND CLEANING AND CHECKING HEARING DEVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-11 |
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