Sergio O Pessoa

Current Employers

Employment History

• 06/2002 → Present
  Massmutual Life Insurance Co
  Saddle Brook, NJ
• 07/2002 → Present
  Mml Investors Services, Llc
  Saddle Brook, NJ

Other Businesses

(1)NAME: SERGIO O. PESSOA INV REL: Y ADD: RESDIENTIAL ADD NATURE: HEALTH, GROUP HEALTH POSITION: SALES START DATE: 07/01/2002 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: SERGIO O. PESSOA INV REL: N ADD: RESIDENTIAL ADD NATURE: RENTAL PROPERTY POSITION: OWNER START DATE: 1/1/2012 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 (3) NAME: PESSOA DEVELOPMENT CORP INV REL: Y ADD: RESIDENTIAL ADD NATURE: REAL ESTATE/RENTAL INCOME-PURCHASE AND MANAGEMENT OF REAL ESTATE RENTAL POSITION: PRESIDENT START DATE:10/13/2020 NO HRS/MO: 6 NO HRS/MO DUR TRADING:0 (4) NAME: THINKWEALTH LLC INV REL: Y ADD: 250 PEHLE AVE SUITE 405, SADDLE BROOK NJ 07663 NATURE: SALE OF INVESTMENTS AND INSURANCE POSITION: MANAGING PARTNER START DATE: 1/1/2021 NO HRS/MO: 160 NO HRS/MO DUR TRADING: 160 DUTIES: SALES AND ADMINISTRATION (5) NAME: EPIC POINT COFFEE, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: RETAIL SALES; COFFEE SALES POSITION: JOINT OWNER START DATE: 06/01/2022 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DUTIES: IMPORT AND SELL COFFEE, EXISTING FAMILY BUSINESS. (6) NAME: PESSOA VA HOLDINGS LLC INV REL: Y ADD: RESIDENTIAL NATURE: REAL ESTATE/RENTAL POSITION: OWNER START DATE: 6/07/2023 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES: PURCHASE AND RENT REAL ESTATE (7) NAME: TAX OPTIMIZED PLAN SOLUTION, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: THIRD PARTY ADMINISTRATION POSITION: OWNER/PARTNER START DATE: 11/03/2025 NO. HR/MO: 6 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: PROVIDE THIRD PARTY ADMINISTRATION (TPA) SERVICES TO QUALIFIED RETIREMENT PLANS

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-03
• S65 Uniform Investment Adviser Law Examination
  2003-02-24

Designations