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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-28 |
| MD | RA | APPROVED | 2022-03-25 |
Branch Locations
7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814 • United States
Fort Washington, MD • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Chevy Chase | MD | 06/2009 | 02/2022 |
| Park Avenue Securities Llc | Chevy Chase | MD | 06/2009 | 03/2022 |
| Massmutual Life Insurance Co | Bethesda | MD | 03/2022 | Present |
| Mml Investors Services, Llc | Bethesda | MD | 03/2022 | Present |
(1) Name: Isabella Brunk Inv rel: Y Addr: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814 Nature: Outside Insurance - Life, fixed annuities Position: Insurance Broker Start: 12/1/2009 No hrs/mo: 1 No hrs/mo dur trading: 1 Duties: May offer insurance products from insurance companies that re unaffiliated with MMLIS, LLC or its affiliates when needed by client situations. (2) Name: Isabella Brunk Inv rel: Y Addr: At residential address Nature: Power of Attorney Position: Power of Attorney Start: 01/01/2009 No hrs/mo: 2 No hrs/mo dur trading: 0 Duties: Full power of attorney for family member . (3) NAME: IMBrunk, LLC INV REL: Y ADD: Residential Address NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 04/25/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: LLC for my advisory income
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-15 |
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