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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-12 |
| TX | RA | APPROVED_RES | 2021-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | New York | NY | 11/2011 | 03/2017 |
| Massmutual Life Insurance Co | Ponte Verda | FL | 07/2016 | Present |
| Mml Investors Services, Llc | Ponte Verda | FL | 03/2017 | Present |
(1)NAME: LANCE LICHORAT INV REL: Y ADDR:425 Town Plaza Ave, Ponte Vedra, FL, USA, 32081 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 4/13 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: DENTAL AND GROUP DISABILITY INCOME, DISABILITY, LIFE/ACCIDENT/HEALTH, Fixed Annuities (2) NAME: 3S WEALTH LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: LLC FOR TAX PURPOSES POSITION: OWNER START DATE: 03/01/2022 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: MANAGE MY PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-26 |
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