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Winfred Gideon Boyce

Mma Securities LLC

Fairburn, GA

Fairburn, GA

Boston, MA

CRD 5285773

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Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

Current Employers
Mma Securities Llc

1166 Avenue Of The Americas, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-12-07
NC RA APPROVED 2023-04-10
  • GA RA
    APPROVED
    Since 2023-12-07
  • NC RA
    APPROVED
    Since 2023-04-10

Branch Locations

Fairburn, GA • United States

Fairburn, GA • United States

101 Huntington Ave Suite 401, Boston, MA 02199 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayeteville GA 04/2014 05/2017
Bank Of America N.A. Fayetteville GA 04/2014 05/2017
Unemployed Fairburn GA 05/2017 06/2017
Personal Capital Advisors San Fransisco CA 06/2017 04/2018
Unemployed Fairburn GA 04/2018 11/2018
Western Southern Life Norcross GA 11/2018 02/2020
W&S Brokerage Services Cincinnati OH 01/2019 02/2020
Lpl Financial Llc Fairburn GA 02/2020 04/2023
Marsh Mclennan Agency Greensboro NC 01/2021 Present
Mma Securities Llc Fairburn GA 04/2023 Present
  • 04/2014 → 05/2017
    Fayeteville, GA
  • 04/2014 → 05/2017
    Bank Of America N.A.
    Fayetteville, GA
  • 05/2017 → 06/2017
    Unemployed
    Fairburn, GA
  • 06/2017 → 04/2018
    Personal Capital Advisors
    San Fransisco, CA
  • 04/2018 → 11/2018
    Unemployed
    Fairburn, GA
  • 11/2018 → 02/2020
    Western Southern Life
    Norcross, GA
  • 01/2019 → 02/2020
    W&S Brokerage Services
    Cincinnati, OH
  • 02/2020 → 04/2023
    Fairburn, GA
  • 01/2021 → Present
    Marsh Mclennan Agency
    Greensboro, NC
  • 04/2023 → Present
    Fairburn, GA
Previous Registrations
  • 2020-02-28 → 2023-04-03
    Greensboro, NC
    Fairburn, GA
  • 2017-07-13 → 2018-03-16
    Personal Capital Advisors Corporation
    Fairburn, GA
    Greenwood Village, CO
  • 2014-04-29 → 2017-05-19
    Fayetteville, GA
    Fayetteville, GA
    Atlanta, GA
    Fayetteville, GA
    Stockbridge, GA
    Fayetteville, GA
  • 2013-08-28 → 2014-02-03
    Truist Investment Services, Inc.
    Marietta, GA
  • 2010-11-01 → 2013-07-18
    Atlanta, GA
    Newnan, GA
    St Louis, MO
    Newnan, GA
Other Businesses

1. Rasmussen University; 385 Douglas Ave. Suite #1000, Altamonte Springs, FL 32714; not investment-related; Outside/W-2 Employment - Remote Online Adjunct Instructor; Started 04/06/2020; 12 Hours Per Month/0 Hours During Securities Trading - Solely responsible for grading assignments. 2) Kaplan; 9000 E. Nichols Ave #200, Centennial, CO 80112; Not Investment Related; Outside/W-2 Employment - Remote Instructor; Start Date - 02/08/2023; 16 Hours Per Month/0 Hours During Securities Trading; conducts financial planning education courses. 3) The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA Agency (e.g. support for its financial wellness program). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-28
S63 Uniform Securities Agent State Law Examination 2007-03-30
  • S66 Uniform Combined State Law Examination
    2010-10-28
  • S63 Uniform Securities Agent State Law Examination
    2007-03-30
Designations
  • Certified Financial Planner
Other Names
  • Winfred Boyce
  • Winfred Gideon Boyce
  • Winfred Gideon Boyce
  • Winfred G Boyce

View on SEC IAPD

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