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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-07 |
| FL | RA | APPROVED | 2020-06-05 |
Branch Locations
1000 Corporate Dr, Suite 700 Radice Iii, Ft Lauderdale, FL 33334-3637 • United States
Coconut Grove, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Miami | FL | 10/2013 | Present |
| Mml Investors Services, Llc | Miami | FL | 02/2015 | Present |
(1)NAME: KRISTI GOMEZ INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: LIFE, DISABILITY FIXED ANNUITIES, LONG TERM CARE INSURANCE POSITION: SALES START: 09/17/2020bNO HRS/MO: 5 NO HRS/MO DUR TRADING: 0. (2)NAME: KRISTI GOMEZ INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START: 10/2010 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0. (3)NAME: INSURANCE SOLUTIONS GROUP INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: EDUCATING BANKERS REGARDING PRODUCTS IN ORDER FOR THEM TO RECOGNIZE SALES OPPORTUNITES. POSITION: EDUCATOR START: 02/20/2020 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 0. (4) NAME: BE WELL FINANCIAL, LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: LLC FOR TAX PURPOSES POSITION: OWNER START: 1/1/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. DESCRIBE DUTIES: OWNER OF LLC USED FOR BUSINESS EXPENSE PURPOSES. (5)NAME: MIAMI POLLINATORS INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: ENVIRONMENTAL NON-PROFIT POSITION: OWNER/FOUNDER START: 12/1/2024 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 5 DESCRIBE DUTIES: RAISE FUNDS, ORGANIZE PROJECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-08 |
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