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2121 Ponce De Leon Blvd Suite 1160, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-05-02 |
| FL | RA | APPROVED | 2013-10-09 |
Branch Locations
2121 Ponce De Leon Blvd Suite 1160, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mas Advisors Llc | Miami | FL | 10/2012 | Present |
| Mas Services Llc, P/K/A Mas Life Services, & Flamingo Software | Miami | FL | 03/2010 | Present |
1.) MAS SERVICES, LLC, 501 BRICKELL KEY DRIVE, ST 509, MIAMI, FL 33131 MEMBER, 4-8 HRS PER MONTH (NO INTERFERENCE WITH THE TRADING DAY). PROVIDES FINANCIAL, ACCOUNTING, COMPLIANCE, POLICY ADMINISTRATION, WEB SERVICES AND DOCUMENT MANAGEMENT SERVICES FOR INSURANCE AND INVESTMENT CLIENTS. 2016 BUT SUCCESSOR TO FLAMINGO SOFTWARE WHICH COMMENCED RELATIONSHIPIN 2010. 2.) ACADIA LIFE INTERNATIONAL LIMITED, 7 PAR-LA-VILLE ROAD, POWER HOUSE, C/O MARSH MANAGEMENT SERVICES BERMUDA LTD, HAMILTON, BERMUDA; INVESTMENT RELATED (INSURANCE PROVIDER FOR FOREIGN NATIONALS), CEO AND DIRECTOR, .25HRS PER MONTH (NO INTERFERENCE WITH TRADING DAY). COMMENCED RELATIONSHIP IN 2012 AS CEO. Business is winding down. The Company is not actively engaged in business activity. 3.) ACADIA LIFE LIMITED, 7 PAR-LA-VILLE ROAD, POWER HOUSE, C/O MARSH MANAGEMENT SERVICES BERMUDA LTD, HAMILTON, BERMUDA; INSURANCE AND INVESTMENT RELATED (INSURANCE PROVIDER FOR US INVESTORS), CEO, 2-4HRS PER MONTH (NO INTERFERENCE WITH TRADING DAY). COMMENCED RELATIONSHIP AS CEO IN 2012 4.) ACADIA WEALTH MANAGEMENT LTD., 7 PAR-LA-VILLE ROAD, POWER HOUSE, C/O MARSH MANAGEMENT SERVICES BERMUDA LTD, HAMILTON, BERMUDA; INVESTMENT RELATED (INVESTMENT PRODUCTS COMPANY FOR FOREIGN INVESTORS), CEO & DIRECTOR, .25HRS PER MONTH (NO INTERFERENCE WITH TRADING DAY). COMMENCED RELATIONSHIP IN 2011. Business winding down. The Company is not actively engaged in business activity. 5.) MAS SERVICES LLC IS THE SOLE OWNER OF REGIS FINANCIAL PARTNERS, LLC, (F/K/A SYNERGY LIFE BROKERAGE GROUP, LLC) A NATIONAL LIFE BROKERAGE ORGANIZATION, THAT PROVIDES SERVICES TO INSURANCE AGENTS BUT MAKES NO DIRECT SALES TO INDIVIDUAL CLIENTS. AS THE ULTIMATE BENEFICIAL OWNER, I PROVIDE STRATEGIC GUIDANCE TO REGIS FINANCIAL PARTNERS, LLC, 2-4 HOURS PER MONTH WITH NO INTERFERENCE OF THE TRADING DAY. OWNER 09/2022 6.) INVESTORS PREFERRED LIFE INSURANCE COMPANY; INVESTMENT RELATED; 1719 W. MAIN ST., RAPID CITY, SD 57702; PRIVATE PLACEMENT LIFE INSURANCE AND ANNUITY CONTRACTS; BOARD OF DIRECTORS; NOV 9, 2023; 3 HOURS PER MONTH WITH NO INTERFERENCE OF THE TRADING DAY; PARTICIPATE AS A MEMBER OF THE BOARD OF DIRECTORS AND REVIEW ALL BUSINES OPERATIONS AND FINANCIAL INFORMATION OF THE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-12 |
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