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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 |
Branch Locations
1673 Mason Avenue Suite 300, Daytona Beach, FL 32117 • United States
1515 International Parkway Suite 1001, Lake Mary, FL 32746 • United States
323 S. Washington Ave, Titusville, FL 32796 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc. | Orlando | FL | 03/2007 | Present |
| Metropolitan Life Insurance Company, Inc. | Orlando | FL | 03/2007 | Present |
| Massmutual Life Insurance Co | Lake Mary | FL | 07/2016 | Present |
| Mml Investors Services, Llc | Lake Mary | FL | 03/2017 | Present |
(1) NAME:FINANCIAL LEGACY ADVISORS LLC INV REL:Y ADDR:1515 INTERNATIONAL PARKWAY STE 1001, LAKE MARY FL 32746 NATURE:HEALTH, POSITION:SALES START:12/2015 NO HR/MO:0 NO HR/MO DUR TRADING:1. (2) NAME:FINANCIAL LEGACY ADVISORS LLC INV REL:Y ADDR:1515 INTERNATIONAL PARKWAY STE 1001, LAKE MARY FL 32746 NATURE:DBA FOR MASSMUTUAL BUSINESS POSITION:PARTNER START:12/19/2017 NO HR/MO:160 NO HR/MO DUR TRADING:160 (3) NAME: SHANE LARSON, INV REL: Y ADDR: 1515 INTERNATIONAL PARKWAY, STE 1001, LAKE MARY FL 32746, NATURE: OUTSIDE INSURANCE, POSITION: FIELD SERVICE REPRESENTATIVE, START: 12/19/2022, NO HR/MO:20 NO HR/MO DUR TRADING:20, DUTIES: LIFE, DISABILITY, LONG-TERM CARE, & FIXED ANNUITIES. (4) NAME:1515 INTERNATONAL PARKWAY HOLDINGS LLC, INV REL:Y ADDR: 1515 INTERNATIONAL PARKWAY, SUITE 1001, LAKE MARY FL 32746, NATURE:REAL ESTATE-HOLD OFFICE REAL ESTATE, POSITION:MEMBER/MANAGER, START: 7/1/2024, NO HR/MO: 2 NO HR/MO DUR TRADING:2 DUTIES:COLLECT RENT, PAY BILLS, MAINTAIN PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-31 |
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