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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-03 |
| FL | RA | APPROVED | 2017-11-22 |
Branch Locations
315 West Town Place Units 7 & 8, St. Augustine, FL 32092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | St. Augustine | FL | 08/2011 | Present |
| Mml Investors Services | St. Augustine | FL | 06/2012 | Present |
1) NAME: ROGERO WEALTH, LLC INV REL: Y ADD: 315 WEST TOWN PLACE, STE. 8, ST. AUGUSTINE, FL, 32092 NATURE: OUTSIDE INSURANCE: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, GROUP HEALTH POSITION: AGENT START DATE: 03/08/2021 NO HRS/MO: 10 NO HRS/MO: 10 DESCRIBE DUTIES: INSURANCE, SALES AND SERVICE OF FIXED INSURANCE. 2) NAME: ROGERO WEALTH LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: DBA/LEGAL ENTITY FOR BUSINESS EXPENSE PURPOSES POSITION: OWNER START DATE: 05/07/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: DBA/LEGAL ENTITY FOR BUSINESS EXPENSE PURPOSES RELATED TO OUTSIDE INSURANCE LINES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-03 |
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