Heritage Financial, LLC: new Texas life agency license (Alachua, FL), 2 carrier appointments since
Heritage Financial, LLC (Alachua, Florida): new Texas life agency license (Alachua, FL), 2 carrier appointments since. Its amount of 2 is above the median of 2 (53rd percentile). Dated 143 days ago, it serves as a historical benchmark. Score 25/100. As of 2026-11-04, from Texas Department of Insurance agency licenses and active company appointments (data.texas.gov).
Data as of · Compiled by Zalwin from Texas Department of Insurance agency licenses and active company appointments (data.texas.gov)
amount: 2 · 53th percentile of 1,685 TxInsuranceAgencyPulse records · 1.0x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related FL TxInsuranceAgencyPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Agency | Heritage Financial, LLC |
| License types | Life Agency |
| Qualifications | Life Agent/Agency |
| Entity type | Partnership |
| Location | Alachua, FL, 32615 |
| Residency | Out-of-state agency |
| Issued | 2026-06-15 |
| Expires | 2028-06-15 |
| Carrier appointments (180 days) | 2 from 2 carriers |
| TDI license number | 3510860 |
| amount percentile | 53th of 1,685 (median 2, 1.0x median) |
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CSV columns: Agency · License · City · State · Issued · Carrier appointments · official source URL
- Source agency: Texas Department of Insurance agency licenses and active company appointments (data.texas.gov)
- Record date: 2026-06-15
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top TxInsuranceAgencyPulse records (FL first): Third Wave Insurance, INC. · Caliber Insurance Agency LLC · Senior Care Direct LLC · Americas Choice Insurance Agency INC. · Evercare Health Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: Texas Department of Insurance agency licenses and active company appointments (data.texas.gov) · Last refreshed: Wed, 04 Nov 2026 06:08:40 GMT
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Peer benchmark and outreach value: Heritage Financial, LLC and 573 Florida peers
- Florida TxInsuranceAgencyPulse records like this one: 573
- Heritage Financial, LLC's amount: 53rd percentile of 1,685 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $114,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
25 / 100 Score
What is the TxInsuranceAgencyPulse record for Heritage Financial, LLC in Alachua, Florida?
Heritage Financial, LLC (Alachua, FL) received a new Texas life agency license on 2026-06-15 and has 2 carrier appointments active since.
How does Heritage Financial, LLC compare to other Florida TxInsuranceAgencyPulse records?
Its amount of 2 sits in the upper half (53th percentile) of 1,685 records; the median is 2. It is 143 days old; check the official source for later updates before acting. Its Score of 25/100 is modest; treat it as background rather than a priority.
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From Texas Department of Insurance agency license and company appointment data. A new license number usually marks a newly licensed agency, but can also follow a reorganization. Appointment counts cover appointments active in the last 180 days. Sole proprietorships and person-named agencies are excluded. Verify with TDI.