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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED_RES | 2010-02-18 |
| FL | RA | APPROVED | 1994-03-01 |
Branch Locations
Lake Toxaway Blvd, NC • United States
197 S Federal Hwy Ste 200, Boca Raton, FL 33432 • United States
Margate, FL • 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 |
|---|---|---|---|---|
| Massachusettts Mutual Life Insurance Company | Boca Raton | FL | 09/1993 | Present |
| Mml Investors Services | Boca Raton | FL | 01/1994 | Present |
(1) NAME: THE EPPY GROUP INV REL: Y ADD: 501 E LAS OLAS BLVD SUITE 300 FORT LAUDERDALE 33301 NATURE: OUTSIDE INSURANCE; LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, AND HEALTH POSITION: REGISTERED REPRESENTATIVE START DATE: 05/29/2015 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 (2) NAME: 370 DORSET I LLC INV REL: Y ADD: 9655 ISLES CAY DR. DELRAY BEACH FL 3446 NATURE: REALTOR/ REAL ESTATE POSITION: MEMBER AND NAMED MANAGER START DATE: 09/14/2020 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 (3) NAME: EPPY RI LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: REALTOR / REAL ESTATE; INVESTMENT PROPERTY POSITION: MANAGER START DATE: 02/12/2021 NO. HR/MO: 0 No. HR/MO DURING SEC TRADING: 0 (4) NAME: 365 WEST RESORTS BLVD, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: REALTOR / REAL ESTATE; INVESTMENT PROPERTY POSITION: MANAGER START DATE: 01/04/2021 NO. HR/MO: 0 No. HR/MO DURING SEC TRADING: 0 (5) NAME: PLEASANT GROVE CHURCH RD, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: REALTOR / REAL ESTATE; INVESTMENT PROPERTY POSITION: MANAGER START DATE: 01/04/2021 NO. HR/MO: 0 No. HR/MO DURING SEC TRADING: 0 (6) NAME: OAKSTONE ACADEMY BOARD MEMBER INV REL: N ADD: 345 S MILITARY TRAIL, WEST PALM BEACH FL 33415 NATURE: SPECIAL NEEDS SCHOOL FOR CHILDREN WITH AUTISM POSITION: BOARD MEMBER START DATE: 05/04/2019 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1/2 DESCRIBE DUTIES: PARTICIPATION IN MONTHLY BOARD MEETINGS (7) NAME: THE EPPY GROUP, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: REFERRAL PROGRAM TO ADP FOR CLIENTS THAT NEED A PAYROLL SERVICE POSITION: REFERRER START DATE: 09/01/2025 NO HRS/MO: 0.5 NO/HRS MO DUR TRADING: 0.5 DESCRIBE DUTIES: SIMPLY PASSING MY CLIENTS NAME ONTO ADP SO THEY CAN ENGAGE ADP FOR PAYROLL SERVICES ONLY. (8) NAME: STRESS-FREE PARENTING LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: CONSULTING FOR PARENTING COURSE POSITION: FOUNDER AND CEO START DATE: 10/01/2025 NO HRS/MO: 4 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: ONLY DUTY IS TO HIRE SOMEONE TO RUN THE COMPANY AND TO OVERSEE THEM. (9) NAME: NATIONAL MY NEEDS NETWORK LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: CONSULTING FOR NATIONAL SUPPORT NETWORK FOR EVERYTHING AND ANYTHING FOR THE DISABILITY COMMUNITY POSITION: GENERAL PARTNER START DATE: 11/20/2025 NO HRS/MO: 4 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: STRUCTURING THE COMPANY, SET UP THE AI CLONES AND PLAYBOOK SO THAT THE COMPANY CAN RUN ON AUTO PILOT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-23 |
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