TxInsuranceAgencyPulse / report
M&R Wealth Management LLC,: new Texas general lines agency license (Winter Haven, FL), 8 carrier appointments since
M&R Wealth Management LLC, (Winter Haven, Florida): new Texas general lines agency license (Winter Haven, FL), 8 carrier appointments since. Its amount of 8 is above the median of 2 (88th percentile). Dated 134 days ago, it serves as a historical benchmark. Score 35/100. As of 2026-11-03, 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: 8 · 88th percentile of 1,662 TxInsuranceAgencyPulse records · 4.0x 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 | M&R Wealth Management LLC, |
| License types | General Lines Agency |
| Qualifications | Life, Accident, Health & HMO |
| Entity type | Limited Liability Company |
| Location | Winter Haven, FL, 33884 |
| Residency | Out-of-state agency |
| Issued | 2026-06-23 |
| Expires | 2028-06-23 |
| Carrier appointments (180 days) | 8 from 8 carriers |
| TDI license number | 3514703 |
| amount percentile | 88th of 1,662 (median 2, 4.0x median) |
| Peer records CSV (500 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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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: 2026-06-23
- Data refreshed: 2026-11-03
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: Texas Department of Insurance agency licenses and active company appointments (data.texas.gov) · Last refreshed: Tue, 03 Nov 2026 05:16:12 GMT
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Peer benchmark and outreach value: M&R Wealth Management LLC, and 572 Florida peers
- Florida TxInsuranceAgencyPulse records like this one: 572
- M&R Wealth Management LLC,'s amount: 88th percentile of 1,662 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $114,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
35 / 100 Score
- 8 carrier appointments: an active, growing agency.
What is the TxInsuranceAgencyPulse record for M&R Wealth Management LLC, in Winter Haven, Florida?
M&R Wealth Management LLC, (Winter Haven, FL) received a new Texas general lines agency license on 2026-06-23 and has 8 carrier appointments active since.
How does M&R Wealth Management LLC, compare to other Florida TxInsuranceAgencyPulse records?
Its amount of 8 sits in the upper half (88th percentile) of 1,662 records; the median is 2. It is 134 days old; check the official source for later updates before acting. Its Score of 35/100 is modest; treat it as background rather than a priority.
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TxInsuranceAgencyPulse: Life, accident and health TxInsuranceAgencyPulse: Out-of-state agency
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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.