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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-05 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Houston | TX | 05/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 01/2019 |
| Mml Investors Services, Llc | Houston | TX | 03/2017 | 01/2019 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2019 | Present |
| Ensite Financial Services, Inc. | Houston | TX | 01/2019 | Present |
ENSITE FINANCIAL SERVICES - NOTARY PUBLIC POSITION: notary public NATURE: NOTARY PUBLIC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2002 ADDRESS: 1818 CASTLEROCK DRIVE, HOUSTON TX 77090, United States DESCRIPTION: I DO THIS SERVICE FOR CLIENTS WHEN DELIVERING TRUST DOCUMENTS ENSITE FINANCIAL SERVICES, INC. - LIFE, HEALTH, ACCIDENT, ANNUITIES, MEDICARE POSITION: insurance agent NATURE: Life/ Accident/Health/ Medicare Supplement, Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2002 ADDRESS: 1818 Castlerock Drive, Houston TX 77090, United States DESCRIPTION: Life/ Accident/Health/ Medicare Supplement, Fixed Annuities if client requests
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-25 |
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