Thomas Mead

Current Employers

Portfolio Medics, Llc

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-12-11

TX RA
APPROVED

Since 2020-12-11

Branch Locations

Granbury, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Massmutual Life Insurance Co	Dallas	TX	08/2017	12/2018
Mml Investors Services, Llc	Dallas	TX	12/2017	12/2018
Rec Foundation	Greenville	TX	10/2013	05/2017
Self Employed	Nevada	TX	05/2017	09/2017
Portfolio Medics, Llc	Bonita Springs	FL	11/2020	Present
Pecan Financial Services	Granbury	TX	08/2018	Present
Pecan Plantation Ems	Granbury	TX	08/2018	05/2025

08/2017 → 12/2018

Massmutual Life Insurance Co

Dallas, TX
12/2017 → 12/2018

Mml Investors Services, Llc

Dallas, TX
10/2013 → 05/2017

Rec Foundation

Greenville, TX
05/2017 → 09/2017

Self Employed

Nevada, TX
11/2020 → Present

Portfolio Medics, Llc

Bonita Springs, FL
08/2018 → Present

Pecan Financial Services

Granbury, TX
08/2018 → 05/2025

Pecan Plantation Ems

Granbury, TX

Previous Registrations

2018-05-31 → 2018-12-10

Mml Investors Services, Llc

Dallas, TX

Other Businesses

1)NAME:PECAN FINANCIAL SERVICES, INV REL:Y ADDR:9203 PLANTATION DRIVE SUITE 2, GRANBURY TX 76049 NATURE:PROVIDE INSURANCE AND ANNUITIES TO CLIENTS, POSITION:AGENT NO HR/MO:12-16 NO HR/MO DUR TRADING:0.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-05-09
S63	Uniform Securities Agent State Law Examination	2018-02-20

S65 Uniform Investment Adviser Law Examination

2018-05-09
S63 Uniform Securities Agent State Law Examination

2018-02-20

Other Names

Thomas Mead
Thomas Otto Mead

View on SEC IAPD