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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-13 |
| NJ | RA | APPROVED | 2017-03-25 |
Branch Locations
505 South Lenola Road Suite 203, Moorestown, NJ 08057 • United States
Moorestown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Woodbridge | NJ | 04/2006 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Moorestown | NJ | 07/2016 | Present |
| Mml Investors Services, Llc | Moorestown | NJ | 03/2017 | Present |
(1)Name: Costello Financial Inv Rel: Y Add: Residential Nature: Other: Group acquisition and ownership of clients pre-Met Position: Ownership Start date: 06/01/2004 No. Hrs/mo: 10 No. Hrs/mo during sec trading: 0. (2)Name: John Costello Inv Rel: Y Add: 505 S Lenola Rd, Suite 203, Moorestown NJ 08057 Nature: NonMMLIA Insurance Brokerage/Ind Life, P&C, Fixed Annuities, Health, Group Life/Health Position: Agent Start date: 03/07/2025 No. Hrs/Mo: 10 No. Hrs/Mo During sec trading: 1. (3) Name: Creative Risk Management Inv Rel: Y Add: 1305 Campus Pkwy Wall NJ 07753 Nature: P&C Insurance Position: CFO Start Date: 10/23/2020 No Hrs/Mo: 2 No Hrs/Mo Dur Trading: 2. (4)Name: Moorestown Breakfast Rotary Inv Rel: N Add: 16-28 E Main St, Moorestown, NJ 08057 Nature: Charity Position: President Start Date: 7/1/2022 No Hrs/Mo: 10 No Hrs/Mo Dur Trading: 0 Describe duties: Oversee projects for community giving and head weekly reports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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