RIA Intelligence

MUTUAL SERVICE CORPORATION

CRD #4806 SEC #801-40228 WEST PALM BEACH, FL (800)749-8900
SEC Registered Broker-Dealer
Total AUM
$905.6M
Discretionary
$5.6M
Employees
251
Clients
--
Accounts
4,688

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 22, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, 1ST VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, 1ST VICE PRESIDENTNA
BECKER, DAVID CLIFFORD SR.IFINOP, 1ST VICE PRESIDENTNA
BROWN, STEPHANIE LEIGHIDIRECTOR/SECRETARYNA Control
BROWN, STEPHANIE LEIGHIDIRECTOR/SECRETARYNA Control
BROWN, STEPHANIE LEIGHIDIRECTOR/SECRETARYNA Control
BROWN, STEPHANIE LEIGHIDIRECTORNA Control
BROWN, STEPHANIE LEIGHIDIRECTORNA Control
BROWN, STEPHANIE LEIGHIDIRECTORNA Control
BROWN, STEPHANIE LEIGHIDIRECTOR/SECRETARYNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARD,CEONA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARD,CEONA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARD,CEONA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DIXON, JOHN LINCOLNICHAIRMAN OF THE BOARDNA Control
DWYER, WILLIAM EDWARD IIIIDIRECTORNA Control
DWYER, WILLIAM EDWARD IIIIDIRECTORNA Control
DWYER, WILLIAM EDWARD IIIIDIRECTORNA Control
DWYER, WILLIAM EDWARD IIIIDIRECTORNA Control
DWYER, WILLIAM EDWARD IIIIDIRECTORNA Control
DWYER, WILLIAM EDWARD IIIIDIRECTORNA Control
DWYER, WILLIAM EDWARD IIIIDIRECTORNA Control
KALBAUGH, JOHN ANDREWICHIEF EXECUTIVE OFFICER/CHAIRMAN/DIRECTORNA Control
KALBAUGH, JOHN ANDREWICHIEF EXECUTIVE OFFICER/CHAIRMAN/DIRECTORNA Control
KALBAUGH, JOHN ANDREWICHIEF EXECUTIVE OFFICER/CHAIRMAN/DIRECTORNA Control
KALBAUGH, JOHN ANDREWICHIEF EXECUTIVE OFFICERNA Control
KALBAUGH, JOHN ANDREWICHIEF EXECUTIVE OFFICERNA Control
KALBAUGH, JOHN ANDREWICHIEF EXECUTIVE OFFICERNA Control
KALBAUGH, JOHN ANDREWICHIEF EXECUTIVE OFFICER/CHAIRMAN/DIRECTORNA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
KAMINSKI, DENNIS STANLEYIEXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAONA Control
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CCO, CROPNA
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ CROPNA
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ CROPNA
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ CROPNA
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ CROPNA
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ CROPNA
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ CROPNA
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CCONA
LYLE, TIMOTHY JAMESISR. VICE PRESIDENT/CCONA
MCGIVNEY, JOHN MICHAELISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MCGIVNEY, JOHN MICHAELISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MCGIVNEY, JOHN MICHAELISR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
MILFS, AUDREY LEEISECRETARYNA Control
POFF, JOHN WILLIAM JRIPRESIDENT, TREASURER, CEONA Control
POFF, JOHN WILLIAM JRIPRESIDENT, TREASURER, COONA Control
POFF, JOHN WILLIAM JRIPRESIDENT, TREASURER, COONA Control
POFF, JOHN WILLIAM JRIPRESIDENT, TREASURER, COONA Control
POFF, JOHN WILLIAM JRIPRESIDENT, TREASURER, COONA Control
POFF, JOHN WILLIAM JRIPRESIDENT, TREASURER, COONA Control
POFF, JOHN WILLIAM JRIPRESIDENT, TREASURER, COONA Control
POFF, JOHN WILLIAM JRIPRESIDENT, TREASURER, COONA Control
PROST, JOHN CHARLESIASSISTANT VICE PRESIDENTNA Control
PROST, JOHN CHARLESIASSISTANT VICE PRESIDENTNA Control
PROST, JOHN CHARLESIASSISTANT VICE PRESIDENTNA Control
PROST, JOHN CHARLESIASSISTANT VICE PRESIDENTNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
ROBINSON, GERALD WILLIAM IIIDIRECTORNA Control
SANFILIPPO, GARI CRAIGICROPNA
SANFILIPPO, GARI CRAIGICROPNA
SANFILIPPO, GARI CRAIGICROPNA
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SCHAFER, GLENN STANLEYIDIRECTOR & CHAIRMANNA Control
SHELTON, STEVEN TRACYICROPNA
SHELTON, STEVEN TRACYICROPNA
SHELTON, STEVEN TRACYICROPNA
SHELTON, STEVEN TRACYICROPNA
STEARNS, ESTHER MARIONIDIRECTORNA Control
STEARNS, ESTHER MARIONIDIRECTORNA Control
STEARNS, ESTHER MARIONIDIRECTORNA Control
STEARNS, ESTHER MARIONIDIRECTORNA Control
STEARNS, ESTHER MARIONIDIRECTORNA Control
STEARNS, ESTHER MARIONIDIRECTORNA Control
STEARNS, ESTHER MARIONIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
SUTTON, THOMAS COLEIDIRECTORNA Control
VALTAIRO, PHILLIP BUHAYICFO/FINOPNA
VANNOY-PINEDA, KATHLEEN DENISEICHIEF COMPLIANCE OFFICERNA
LPL INDEPENDENT ADVISOR SERVICE GROUP, LLCDEMANAGING MEMBERE Control
LPL INDEPENDENT ADVISOR SERVICE GROUP, LLCDEMANAGING MEMBERE Control
LPL INDEPENDENT ADVISOR SERVICE GROUP, LLCDEMANAGING MEMBERE Control
LPL INDEPENDENT ADVISOR SERVICE GROUP, LLCDEMANAGING MEMBERE Control
LPL INDEPENDENT ADVISOR SERVICE GROUP, LLCDEMANAGING MEMBERE Control
LPL INDEPENDENT ADVISOR SERVICE GROUP, LLCDEMANAGING MEMBERE Control
LPL INDEPENDENT ADVISOR SERVICE GROUP, LLCDEMANAGING MEMBERE Control
PACIFIC SELECT DISTRIBUTORS, INC.DEOWNERE Control
PACIFIC SELECT DISTRIBUTORS, INC.DEOWNERE Control
PACIFIC SELECT DISTRIBUTORS, INC.DEOWNERE Control
PACIFIC SELECT DISTRIBUTORS, INC.DEOWNERE Control
PACIFIC SELECT DISTRIBUTORS, INC.DEOWNERE Control
PACIFIC SELECT DISTRIBUTORS, INC.DEOWNERE Control
PACIFIC SELECT DISTRIBUTORS, INC.DEOWNERE Control
PACIFIC SELECT GROUP, LLCDEOWNERE Control
PACIFIC SELECT GROUP, LLCDEOWNERE Control
PACIFIC SELECT GROUP, LLCDEOWNERE Control
PACIFIC SELECT GROUP, LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
HELLMAN & FRIEDMAN INVESTORS V, LLCDEHELLMAN & FRIEDMAN CAPITAL PARTNERS V, LPF Control
HELLMAN & FRIEDMAN INVESTORS V, LLCDEHELLMAN & FRIEDMAN CAPITAL PARTNERS V, LPF Control
HELLMAN & FRIEDMAN INVESTORS V, LLCDEHELLMAN & FRIEDMAN CAPITAL PARTNERS V, LPF Control
HELLMAN & FRIEDMAN INVESTORS V, LLCDEHELLMAN & FRIEDMAN CAPITAL PARTNERS V, LPF Control
HELLMAN & FRIEDMAN INVESTORS V, LLCDEHELLMAN & FRIEDMAN CAPITAL PARTNERS V, LPF Control
HELLMAN & FRIEDMAN INVESTORS V, LLCDEHELLMAN & FRIEDMAN CAPITAL PARTNERS V, LPF Control
HELLMAN & FRIEDMAN INVESTORS V, LLCDEHELLMAN & FRIEDMAN CAPITAL PARTNERS V, LPF Control
TPG ADVISORS IV, INC.DETPG GENPAR IV, L.P.F Control
TPG ADVISORS IV, INC.DETPG GENPAR IV, L.P.F Control
TPG ADVISORS IV, INC.DETPG GENPAR IV, L.P.F Control
TPG ADVISORS IV, INC.DETPG GENPAR IV, L.P.F Control
TPG ADVISORS IV, INC.DETPG GENPAR IV, L.P.F Control
TPG ADVISORS IV, INC.DETPG GENPAR IV, L.P.F Control
TPG ADVISORS IV, INC.DETPG GENPAR IV, L.P.F Control
TPG GENPAR, IV L.P.DETPG PARTNERS IV, L.P.F Control
TPG GENPAR, IV L.P.DETPG PARTNERS IV, L.P.F Control
TPG GENPAR, IV L.P.DETPG PARTNERS IV, L.P.F Control
TPG GENPAR, IV L.P.DETPG PARTNERS IV, L.P.F Control
TPG GENPAR, IV L.P.DETPG PARTNERS IV, L.P.F Control
TPG GENPAR, IV L.P.DETPG PARTNERS IV, L.P.F Control
TPG GENPAR, IV L.P.DETPG PARTNERS IV, L.P.F Control
LPL HOLDINGS, INC.DELPL INDEPENDENT ADVISOR SERVICE GROUP, LLCE Control
LPL HOLDINGS, INC.DELPL INDEPENDENT ADVISOR SERVICE GROUP, LLCE Control
LPL HOLDINGS, INC.DELPL INDEPENDENT ADVISOR SERVICE GROUP, LLCE Control
LPL HOLDINGS, INC.DELPL INDEPENDENT ADVISOR SERVICE GROUP, LLCE Control
LPL HOLDINGS, INC.DELPL INDEPENDENT ADVISOR SERVICE GROUP, LLCE Control
LPL HOLDINGS, INC.DELPL INDEPENDENT ADVISOR SERVICE GROUP, LLCE Control
LPL HOLDINGS, INC.DELPL INDEPENDENT ADVISOR SERVICE GROUP, LLCE Control
LPL INVESTMENT HOLDINGS, INC.DELPL HOLDINGS, INC.E Control
LPL INVESTMENT HOLDINGS, INC.DELPL HOLDINGS, INC.E Control
LPL INVESTMENT HOLDINGS, INC.DELPL HOLDINGS, INC.E Control
LPL INVESTMENT HOLDINGS, INC.DELPL HOLDINGS, INC.E Control
LPL INVESTMENT HOLDINGS, INC.DELPL HOLDINGS, INC.E Control
LPL INVESTMENT HOLDINGS, INC.DELPL HOLDINGS, INC.E Control
LPL INVESTMENT HOLDINGS, INC.DELPL HOLDINGS, INC.E Control
PACIFIC LIFE CORPDEPACIFIC LIFE INSURANCE CO.E Control
PACIFIC LIFE CORPDEPACIFIC LIFE INSURANCE CO.E Control
PACIFIC LIFE CORPDEPACIFIC LIFE INSURANCE CO.E Control
PACIFIC LIFE CORPDEPACIFIC LIFE INSURANCE CO.E Control
PACIFIC LIFE INSURANCE CODEPACIFIC SELECT GROUP, LLCE Control
PACIFIC LIFE INSURANCE CODEPACIFIC SELECT GROUP, LLCE Control
PACIFIC LIFE INSURANCE CODEPACIFIC SELECT GROUP, LLCE Control
PACIFIC LIFE INSURANCE CODEPACIFIC SELECT GROUP, LLCE Control
PACIFIC LIFE INSURANCE COMPANYDEPACIFIC SELECT DISTRIBUTORS, INC.E Control
PACIFIC LIFE INSURANCE COMPANYDEPACIFIC SELECT DISTRIBUTORS, INC.E Control
PACIFIC LIFE INSURANCE COMPANYDEPACIFIC SELECT DISTRIBUTORS, INC.E Control
PACIFIC LIFE INSURANCE COMPANYDEPACIFIC SELECT DISTRIBUTORS, INC.E Control
PACIFIC LIFE INSURANCE COMPANYDEPACIFIC SELECT DISTRIBUTORS, INC.E Control
PACIFIC LIFE INSURANCE COMPANYDEPACIFIC SELECT DISTRIBUTORS, INC.E Control
PACIFIC LIFE INSURANCE COMPANYDEPACIFIC SELECT DISTRIBUTORS, INC.E Control
PACIFIC MUTUAL HOLDING COMPANYDEPACIFIC LIFE CORP.E Control
PACIFIC MUTUAL HOLDING COMPANYDEPACIFIC LIFE CORP.E Control
PACIFIC MUTUAL HOLDING COMPANYDEPACIFIC LIFE CORP.E Control
PACIFIC MUTUAL HOLDING COMPANYDEPACIFIC LIFE CORP.E Control
BONDERMAN, DAVID NMIITPG ADVISORS, IV, INC.D Control
BONDERMAN, DAVID NMIITPG ADVISORS, IV, INC.D Control
BONDERMAN, DAVID NMIITPG ADVISORS, IV, INC.D Control
BONDERMAN, DAVID NMIITPG ADVISORS, IV, INC.D Control
BONDERMAN, DAVID NMIITPG ADVISORS, IV, INC.D Control
BONDERMAN, DAVID NMIITPG ADVISORS, IV, INC.D Control
COULTER, JAMES GEORGEITPG ADVISDORS, IV, INC.D Control
COULTER, JAMES GEORGEITPG ADVISDORS, IV, INC.D Control
COULTER, JAMES GEORGEITPG ADVISDORS, IV, INC.D Control
COULTER, JAMES GEORGEITPG ADVISDORS, IV, INC.D Control
COULTER, JAMES GEORGEITPG ADVISDORS, IV, INC.D Control
COULTER, JAMES GEORGEITPG ADVISDORS, IV, INC.D Control
BONDERMAN, DAVID NMIITPG ADVISORS, IV, INC.C Control
COULTER, JAMES GEORGEITPG ADVISDORS, IV, INC.C Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS V, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS V, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS V, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS V, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS V, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS V, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS V, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
PRICE, WILLIAM STANLEY IIIITPG ADVISORS, IV, L.P.C Control
TPG PARTNERS IV, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
TPG PARTNERS IV, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
TPG PARTNERS IV, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
TPG PARTNERS IV, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
TPG PARTNERS IV, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
TPG PARTNERS IV, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control
TPG PARTNERS IV, L.P.DELPL INVESTMENT HOLDINGS, INC.C Control

Registrations

Federal

IA
Sep 22, 2009 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV

Address

250 AUSTRALIAN AVENUE S, SUITE 1800
WEST PALM BEACH, FL 33401
United States
Phone: (800)749-8900