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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2005-10-06 |
Branch Locations
4350 Congress Street Suite 300, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Charlotte | NC | 09/2005 | Present |
| Massmutual Life Insurance Co | Charlotte | NC | 05/2014 | Present |
(1) NAME: JASON GOLDY INV REL: Y ADD: 4350 CONGRESS STREET SUITE 300 CHARLOTTE, NC 28209 NATURE: LIFE, HEALTH POSITION: SALES START DATE: 08/09/2010 NO. HR/MO:0.5 NO. HR/MO DURING SEC TRADING: 0.5. (2) NAME: ACTRI, LLC , INV REL: Y ADD: 4350 CONGRESS ST, SUITE 300, CHARLOTTE, N 28209 NATURE: CONSULTING, POSITION: PRESIDENT, START DATE: 06/01/2022, NO. HR/MO: 20, NO. HR/MO DURING SEC TRADING: 10, DUTIES WORKING CLOSELY-HELD BUSINESS TO IDENTIFY GROWTH OPPORTUNITIES, EVALUATE KEY PERSONNEL, AND BUILD THE LEADERSHIP TEAM FOR TRANSITION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-21 |
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