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13410 Parker Commons Blvd Suite 101, Fort Myers, FL 33912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-31 |
| WI | RA | APPROVED | 2024-01-31 |
| AZ | RA | APPROVED | 2021-08-11 |
| TX | RA | APPROVED_RES | 2021-07-23 |
| OH | RA | APPROVED | 2014-07-21 |
Branch Locations
13410 Parker Commons Blvd Suite 101, Fort Myers, FL 33912 • United States
First Central Tower 360 Central Ave Suite 800, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&M Insurance Planning, Llc | St Petersburg | FL | 04/2021 | Present |
| M&M Wealth Management, Llc | Fort Myers | FL | 06/2014 | Present |
LICENSED INSURANCE AGENT INVESTMENT RELATED FIRST CENTRAL TOWER 360 CENTRAL AVE SUITE 800 ST. PETERSBURG, FL 33701 OFFER LIFE, HEALTH AND ANNUITY INSURANCE AGENT START DATE IS 01/2005 SPEND ABOUT 10 HOURS A MONTH OR 2.5 HOURS PER WEEK ANALYZE INFORCE ILLUSTRATIONS AND PROVIDE QUOTES FOR NEW POLICIES M&M INSURANCE PLANNING, LLC INVESTMENT AND INSURANCE RELATED FIRST CENTRAL TOWER 360 CENTRAL AVE SUITE 800 ST. PETERSBURG, FL 33701 OWNER 04/2021 START DATE SPEND ABOUT 20 HOURS PER MONTH OR 5 HOURS PER WEEK ANALYZE INFORCE ILLUSTRATIONS AND PROVIDE QUOTES FOR NEW POLICIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-01 |
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