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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-03-25 |
Branch Locations
919 W Kennedy Ave Suite B, Kimberly, WI 54136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Kimberly | WI | 01/2015 | 03/2017 |
| Massmutual Life Insurance Company | Kimberly | WI | 07/2016 | Present |
| Mml Investors Services, Llc | Kimberly | WI | 03/2017 | Present |
Name: Julian Strategic Alliance Group, LLC Inv rel: Y Add: 1037C Truman Street Kimberly WI 54136 Nature: Outside Insurance Position: Agent Start date: 03/01/2017 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Metlife Renewals (2) Name: St. Matthew Orthodox Church Inv rel: Y Add: 607 Ravenwood Drive Green Bay, WI. 54304 Nature: Non-Profit Organization Position: Treasurer Start date: 02/14/2021 No. HR/MO: 8 No. HR/MO during sec trading: 0 Describe duties: Make bank deposits, pay bills and salaries, annual reporting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-05 |
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