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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-10 |
| AZ | RA | APPROVED | 2016-01-04 |
| TX | RA | APPROVED_RES | 2014-07-21 |
Branch Locations
6263 N Scottsdale Rd Suite 140, Scottsdale, AZ 85250 • United States
Lake Arrowhead, CA • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Scottsdale | AZ | 05/2007 | Present |
| Mml Investors Services, Llc | Scottsdale | AZ | 06/2007 | Present |
(1) NAME: MAGNATE BENEFITS INV REL: Y ADD: 75 E SANTA CLARA ST #1390 SAN JOSE CA NATURE: INDIVIDUAL LIFE, HEALTH/GROUP HEALTH POSITION: AGENT START DATE: 01/2007 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: DFG CASUALTY & BENEFITS LLC INV REL: Y ADD: 6263 NORTH SCOTTSDALE ROAD, SUITE #140, SCOTTSDALE, ARIZONA 85250 NATURE: P&C POSITION: SALES, OWNER, REFERRAL PARTNER START DATE: 12/2017 NO HRS/MO: 5 NO HRS/MO TRADING TIME: 5 (3) NAME: LNH LOGISTICS LLC INV REL: Y ADD: 44865 POTESTAS DR TEMECULA CA 92592 NATURE: FREIGHT DELIVERIES POSITION: OWNER START DATE: 9/01/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DUTIES: INVESTOR-HELPING WITH FINANCE AND LEASING (4) NAME: ROYALWOOD ESTATES LLC INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: REAL ESTATE POSITION: OWNER/PRESIDENT OF LLC START DATE: 01/01/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: HOLDING OF REAL ESTATE PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-30 |
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