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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
| FL | RA | APPROVED | 2018-10-05 |
Branch Locations
950 South Pine Island Rd Suite A150, Plantation, FL 33324 • United States
Weston, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Miami | FL | 02/2014 | 07/2017 |
| Park Avenue Securities Llc | Miami | FL | 03/2015 | 07/2017 |
| Guardian Life Insurance | Boca Raton | FL | 07/2017 | 09/2018 |
| Park Avenue Securities | Baco Raton | FL | 07/2017 | 09/2018 |
| Mass Mutual Life Insurance Company | Plantation | FL | 09/2018 | Present |
| Mml Investors Services Llc | Plantation | FL | 10/2018 | Present |
(1) NAME: TOURIN FINANCIAL GROUP INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: LLC WAS CREATED SOLELY FOR THE PURPOSE OF RECEIVING 1099 INCOME FOR PERSONAL TAXES POSITION: OWNERSHIP START: 08/09/2018 NO/HRS: 0 NO/HRS DUR TRADING: 0. (2) NAME: GRADUCATE, LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OTHER- PROVIDE EDUCATION AND RESOURCES TO GRADUATE LEVEL STUDENTS POSITION: OWNER/PRESIDENT START: 4/1/2022 NO HRS/MO: 20 NO HRS/MO DUR SEC TRADING: 4 DESCRIBE DUTIES: ESTABLISH RELATIONSHIP WITH GRADUATE PROGRAMS, COORDINATE WORKSHOP SERIES AND PANEL DISCUSSIONS WIHT GRAUDATE PROGRAM. OBTAIN AFFILIATE PARTNERS (CPAS, LAWYERS, BANKERS, ETC.) OVERSEE ALL PROGRAMS AND PROFESSIONALS WHO PARTICIPATE WITH GRADUCATE. (3) NAME: CHAD TOURIN INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: CPA POSITION: CPA START: 8/16/2023 NO HRS/MO: 0 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: NONE. I AM NOT ACTIVELY PRACTICING AS A CPA, BUT MAINTAIN MY ACTIVE LICENSE. (4) NAME: CHAD TOURIN INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: ATTORNEY/LEGAL WORK POSITION: LICENSED ATTORNEY START: 8/16/2023 NO HRS/MO: 0 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: NOT ACTIVELY PRACTICING, BUT DISCLOSING THAT I AM A LICENSED ATTORNEY. (5) NAME: ESTATE.STUDIO LLC INV REL: N ADD: 8201 PETER ROAD SUITE 1000 PLANTATION FL 33324 NATURE: TECH PLATFORM FOR ATTORNEYS- RATES CONSUMERS ESTATE PLAN. CONNECTS CONSUMER WITH EP ATTORNEY. POSITION: BUSINESS DEVELOPMENT START: 2/27/2023 NO HRS/MO: 10-15 NO HRS/MO DUR TRADING: 4 DESCRIBE DUTIES: ASSIST WITH THE DEVELOPMENT OF THE COMPANY'S PRODUCT, BUSINESS MODEL, MARKETING STRATEGY AND EXECUTION PLAN AT A HIGH LEVEL AND ASSIST WITH THE IMPLEMENTATION AND EXECUTION OF COMPANIES STRATEGY. (6) NAME: KINNECT FINANCIAL, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 10/18/2024 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE/GROUP LIFE, DI, LTC, FIXED ANNUITIES & HEALTH/GROUP HELTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
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