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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-07 |
| FL | RA | APPROVED | 2010-12-09 |
Branch Locations
701 U.S. Hwy 1, Suite 401, North Palm Beach, FL 33408 • United States
Ft. Lauderdale, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | North Palm Beach | FL | 10/2003 | Present |
| Mml Investors Services | North Palm Beach | FL | 11/2010 | Present |
(1)NAME: HELLER ACQUISITIONS, LTD INV REL: Y ADDR: 12842 BIG BEAR BLUFF, BOYNTON BEACH FL 33473 NATURE: TRUST POSITION: GENERAL PARTNER START DATE: 03/2011 HRS/MO: 5 HRS/MO DURING SEC TRADING: 0 DUTIES: MANAGEMENT (2)NAME: JASON HELLER INVESTMENTS, INC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: HOLDING COMPANY POSITION: OWNER START DATE: 04/2011 HSR/MO: 0 HRS/MO DURING SEC TRADING: 0 DUTIES: JASON HELLER INVESTMENTS, INC IS THE HOLDING COMPANY FOR MY 1099 EARNINGS AS THE INVESTMENT SPECIALIST FOR FINANCIAL GROUP / MASSMUTUAL (3)NAME: JASON HELLER INV REL: Y ADD: 2421 NE 12TH STREET, FT. LAUDERDALE, FL 33304 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: SALES AGENT START DATE: 01/01/2021 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES. (4)NAME: CW SOLUTIONS INV REL: Y ADD: 1000 CORPORATE DRIVE 7TH FLOOR FT LAUDERDALE FL 33334 NATURE: OUTSIDE INSURANCE POSITION: SR. EXECUTIVE VICE PRESIDENT START DATE: 7/1/2022 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 20 DESCRIBE DUTIES: I WILL BE IN CHARGE OF DAY TO DAY OPERATIONS OF THE BGA. THIS INCLUDES WORKING WITH OTHER ADVISORS WHEN MML INSURANCE SOLUTIONS ARE NOT THE BEST FIT FOR THEIR CLIENTS. RECRUITING, CASE DESIGN, AND HELPING TO PROCESS NON MML INSURANCE APPLICATIONS: LIFE, FIXED ANNUITIES, DISABILITY, & LONG-TERM CARE. (5)NAME: JASON E HELLER INV REL: Y ADD: 630 ALLENDALE RD SUITE 400 KING OF PRUSSIA PA NATURE: EDUCATOR POSITION: ADJUNCT PROFESSOR START DATE: 10/01/2022 NO HRS/MO: 15 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: WILL BE RESPONSIBLE FOR TEACHING ONLINE CLASSES AT THE GRADUATE LEVEL FOR THE COLLEGE'S MASTERS OF SCIENCE IN FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-23 |
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