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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-06-17 |
Branch Locations
1295 State Street, Springfield, MA 01111 • United States
Mansfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Life | Boston | MA | 01/1988 | 04/2019 |
| Signator Financial Services, Inc. | Bellevue | WA | 10/2013 | 11/2018 |
| John Hancock Distributors | Boston | MA | 08/2018 | 04/2019 |
| Royal Alliance | Needham Heights | MA | 05/2019 | 03/2022 |
| Massmutual | Springfield | MA | 06/2022 | Present |
| Mml Investors Services, Llc | Springfield | MA | 06/2022 | Present |
| Mml Distributors, Llc | Springfield | MA | 06/2022 | Present |
| Mml Strategic Distributors, Llc | Springfield | MA | 06/2022 | Present |
| Flourish Financial Llc | New York | NY | 06/2022 | Present |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 06/2022 | Present |
| H & R Block | Mansfield | MA | 01/2020 | 04/2020 |
NAME: Bookkeeping Consultant INV REL: Y ADD: Residential Address NATURE: QuickBooks bookkeeping support POSITION: Consultant START DATE: 12/01/2022 NO. HR/MO: 5-15 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Provide bookkeeping oversight to 2 small business which include a real estate broker (family member) and a financial services firm. Services include oversight of data entry into QB and bank recs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-06 |
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