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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-06-27 |
Branch Locations
8413 Sw 80Th Street Suite 2, Ocala, FL 34481 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Ocala | FL | 06/2005 | Present |
| Mml Investor Services Inc | Ocala | FL | 06/2005 | Present |
(1)NAME: BAY LAUREL CENTER COMMUNITY DEVELOPMENT DISTRICT INV REL: Y ADDR: 13574 VILLAGE PARK DR STE 265 ORLANDO FL 32837 NATURE: COMPENSATED BOARD SERVICE POSITION: BOARD SERVICE START: 08/2013 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0. (2)NAME: DAVID MCLEOD INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REAL ESTATE POSITION: AGENT START: 01/1978 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0. (3)NAME: MCLEOD FINANCIAL GROUP INV REL: Y ADDR: 8413 SW 80TH STREET STE 2 OCALA FL 34481 NATURE: NONMMLIA INSURANCE BROKERAGE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, DENTAL, VISION, STRUCTURED SETTLEMENTS, IMMED ANN POSTION: SALES START: 01/01/1990 NO HRS/MO: 80 NO HRS/MNO DUR TRADING: 80. (4)NAME: WILLIAM MCLEOD INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: LIFE SETTLEMENTS/VIATICALS POSTION: SALES START: 02/13/2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-30 |
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