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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-03-05 |
| TX | RA | APPROVED_RES | 2017-11-09 |
Branch Locations
1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • United States
360 Route 101 Unit 2, Bedford, NH 03110 • United States
Dunstable, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co. | Wellesley Hills | MA | 09/2000 | 09/2017 |
| Eagle Strategies Llc | Dunstable | MA | 02/2008 | 09/2017 |
| Retirement Financial Group, Inc. | Andover | MA | 04/2015 | Present |
| Massachusetts Mutual Life Insurance Company | Boston | MA | 10/2017 | Present |
| Mml Investors Services | Boston | MA | 10/2017 | Present |
(1)Name: Retirement Financial Group, Inc. Inv rel: Y Add: 1 Marina Park Drive, Ste 1600 Boston, MA 02210-1832 Nature: Outside Insurance Sales; Life, Disability, Long-term care, Fixed annuities, and Health Position: Independent Insurance Agent Start date: 12/2000 No. HR/MO: 5 No. HR/MO during sec trading: 5 (2)Name: Retirement Financial Group, Inc. Inv rel: Y Add: At Residential Address Nature: General Accounting Position: President/Owner Start date: 01/01/2024 No. HR/MO: 8 No. HR/MO during sec trading: 0 Duties: To conduct financial statement review and preparation for CPA review so corporate taxes can be prepared.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-20 |
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