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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-13 |
| IN | RA | APPROVED | 2005-08-25 |
Branch Locations
8888 Keystone Crossing Suite 1600, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Point Financial Group | Indianapolis | IN | 08/2002 | Present |
| Mml Investors Services, Llc | Indianapolis | IN | 08/2005 | Present |
| Mass Mutual Life Insurance Company | Indianapolis | IN | 08/2005 | Present |
NAME: SEABREEZE VACATIONS INV REL: Y ADD: 5306 UNIT 800 HOLMES BLVD, HOLMES BEACH, FL 342217 NATURE: PARTIAL OWNERSHIP IN A VACATION RENTAL HOME POSITION: PART OWNER START DATE: 05/13/2021 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: MOSTLY PROPERTY OVERSIGT. WE HAVE A FULL TIME PROPERTY MANAGER FOR THE DAY TO DAY DUTIES, AND ONGOING RESPONSIBILITIES OF THE PROPERTY. (2) NAME: WESTFIELD HIGH SCHOOL INV REL: N ADD: 18250 N UNION ST WESTFIELD IN 46074 NATURE: HIGH SCHOOL GIRLS LACROSSE ASSISTANT COACH POSITION: GIRLS LACROSSE ASSISTANT COACH START DATE: 8/1/2024 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 0 DUTIES: COACHING PRACTICES AND GAMES FOR WESTFIELD HIGH SCHOOL GIRLS LACROSSE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-15 |
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