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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-25 |
Branch Locations
2760 Se 17Th Street Bldg 500-A, Ocala, FL 34471 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Ocala | FL | 11/1996 | 03/2017 |
| Mml Investors Services, Llc | Ocala | FL | 03/2017 | Present |
| Massmutual Life Insurance Co | Ocala | FL | 07/2016 | Present |
(1) NAME: TRACY AND MARIA PICK INV REL: Y ADDR: RESIDENTIAL ADD NATURE: SIMPLE RENTAL PROPERTY POSITION: CO-OWNER START: 1/2000 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0.(2) NAME: TRI-SQUARE WEALTH INV REL: Y ADDR: NATURE: 2760 SE 17TH ST, BLD 500, OCALA, FL 34471 INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, FIXED ANNUITIES POSITION: SALES, OWNERSHIP, AGENT, PRESIDENT START: NO HRS/MO: 30 NO HRS/MO DUR TRADING: 20.(3) NAME: TRI-SQUARE WEALTH, LLC INV REL: Y ADDR: 2760 SE 17TH ST, BLD 500, OCALA, FL 34471 NATURE: LIFE SETTLEMENTS/VIATICALS POSITION: AGENT START: 12/2016 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1.
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