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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-03-25 |
Branch Locations
3825 Edwards Road Suite 210, Cincinnati, OH 45209 • United States
Loveland, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Dayton | OH | 08/2014 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Cincinnati | OH | 07/2016 | Present |
| Mml Investors Services, Llc | Cincinnati | OH | 03/2017 | Present |
(1)Name: Jennifer Funk Inv rel: Y Add: 3825 Edwards Rd Ste 210 Cincinnati, OH. 45209 Nature: Servicing Group 403b annuities with MetlIfe and Brighthouse Position: Agent Start date: 6/09/2017 No. HR/MO: 50 No. HR/MO during sec trading: 40 (2)Name: Women's City Club Inv rel: Y Add: 103 William Howard Taft #4, Cincinnati, OH. 45219 Nature: Board Service Position: Treasurer Start date: 02/01/2025 No. HR/MO: 4 No. HR/MO during sec trading: 0 Duties: Report to the board the financials of the organization. Provide an annual report of financial stability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-05 |
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