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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-29 |
| TX | RA | APPROVED_RES | 2020-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Tallahassee | FL | 12/2008 | 05/2020 |
| Guardian Life Insurance Company Of America | Tallahassee | FL | 11/2008 | 05/2020 |
| Massmutual | Tallahassee | FL | 04/2020 | Present |
| Mml Investors Services | Tallahassee | FL | 05/2020 | Present |
1) NAME: DAVID GRULICH INV REL: Y ADDR:1701 HERMITAGE BLVD SUITE 104 TALLAHASSEE FL 32308 NATURE: LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, DISABILITY, POSITION: AGENT START:6/1/2020 NO HR/MO:1 NO HR/MO DUR TRADING:1. 2) NAME: PWL HOLDINGS, LLC, INV REL: Y ADDR: 3233 THOMASVILLE ROAD, TALLAHASSEE FL 32308, NATURE: LLC THAT HOLDS OWNERSHIP INTEREST IN OUR OFFICE BUILDING, POSITION: MEMBER, START: 5/1/2022, NO HR/MO:0.5 NO HR/MO DUR TRADING:0, DUTIES: SCHEDULE BUILDING MAINTENANCE AND REPAIRS. 3)NAME: LEGACY PLANNING LLC, INV REL:Y ADDR: 2618 CENTENNIAL PLACE, TALLAHASSEE FL 32308, NATURE: LLC FOR DBA, POSITION: PARTNER, START: 12/16/2024, NO HR/MO:0 NO HR/MO DUR TRADING:0 DUTIES: LLC FOR DBA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2009-07-20 |
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