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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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. | Guilford | CT | 12/2011 | 03/2017 |
| Mml Investors Services, Llc | Shelton | CT | 03/2017 | 10/2020 |
| Massmutual Life Insurance Co | Shelton | CT | 07/2016 | 10/2020 |
| The Prudential Insurance Company Of America | Shelton | CT | 10/2020 | 05/2021 |
| Pruco Securities Llc | Shelton | CT | 10/2020 | 05/2021 |
| Mass Mutual Life Insurance Company | Shelton | CT | 05/2021 | 01/2023 |
| Mml Investors Services | Shelton | CT | 06/2021 | 01/2023 |
| Fidelity Investments | West Hartford | CT | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-14 |
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