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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-21 |
| CA | RA | APPROVED | 2017-03-25 |
| FL | RA | APPROVED | 2017-03-25 |
Branch Locations
1000 Corporate Dr, Suite 700 Radice Iii, Ft Lauderdale, FL 33334-3637 • United States
2525 Ponce De Leon Blvd Suite 500, Coral Gables, FL 33134 • 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 | Coral Gables | FL | 11/2015 | 03/2017 |
| Mml Investors Services, Llc | Coral Gables | FL | 03/2017 | Present |
| Massmutual | Coral Gables | FL | 07/2016 | Present |
(1)NAME: STRATEGIC ADVISOR ALLIANCE LLC INV REL: Y ADDR: 2525 PONCE DE LEON, 5TH FLOOR, CORAL GABLES, FL 33134 NATURE: COMPANY USED FOR BUSINESS AND MARKETING EXPENSES POSITION: OWNERSHIP START: 02/01/2016 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 1. (2)NAME: ALEJANDRO MENDIETA INV REL: Y ADDR: 2525 PONCE DE LEON, 5TH FLOOR, CORAL GABLES, FL 33134 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, FIXED ANNUITIES & FIXED INSURANCE POSITION: SALES/AGENT START: 06/01/2010 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 2. (3)NAME: SCOUTING AMERICA - SOUTH FLORIDA COUNCIL INV REL: N ADDR: 3301 SW 142ND AVENUE, DAVIE, FL 33330 NATURE: LOCAL COUNCIL- BOY SCOUTS OF AMERICA POSITION: EXECUTIVE BOARD MEMBER START DATE: 1/1/2024 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 4 DESCRIBE DUTIES: ATTEND BOARD MEETINGS, VOTE ON RELEVANT ITEMS, ATTEND EVENTS, AND FUNDRAISING. (4)NAME: SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE AND SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE FOUNDATION INV REL: N ADDR: 333 W 41ST ST #300 MIAMI BEACH FL 33140 NATURE: THE SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE (SFLHCC) POSITION: EXECUTIVE BOARD MEMBER/SECRETARY START DATE: 1/1/2024 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 4 DESCRIBE DUTIES: ATTEND EVENTS, FUNDRAISING, ATTEND BOARD MEETINGS. (5)NAME: ELENA A. MIRANDA FOUNDATION INV REL: N ADDR: 1761 W FLAGLER ST, MIAMI, FL 33135 NATURE: BOARD SERVICE POSITION: BOARD MEMBER START DATE: 06/01/2026 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: ATTEND MEETINGS AND VOTE. (6)NAME: ELITE FAMILY OFFICE LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OWNERSHIP OF LLC USED FOR BUSINESS EXPENSE PURPOSES POSITION: OWNER START DATE: 05/15/2026 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: ATTEND MEETINGS AND VOTE. (7)NAME: RESILIENT WEALTH ADVISORS LLC INV REL: Y ADD: 2525 PONCE DE LEON, 5TH FLOOR, CORAL GABLES, FL 33134 NATURE/DUTIES: OWNER OF LLC USED FOR BUSINESS EXPENSES POSITION: OWNER START DATE: 05/13/2026 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 (8)NAME: ATLAS ATLANTIC ASSURANCE AGENCY, LLC INV REL: Y ADDR: 2525 PONCE DE LEON, 5TH FLOOR, CORAL GABLES, FL 33134 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START: 06/01/2026 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: PROPERTY AND CASUALTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-13 |
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