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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-12-16 |
Branch Locations
7150 W Central Ave Suite 100, Toledo, OH 43617 • United States
Toledo, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Toledo | OH | 05/2015 | Present |
| Mml Investors Services | Maumee | OH | 05/2015 | 12/2017 |
| Mml Investors Services | Toledo | OH | 12/2019 | Present |
(1) Name: Austism MODEl School Inv rel: Y Add: 3020 Tremainsville Rd. Toledo, OH. 43613 Nature: Compensated Board Service Position: Board member Start date: 01/01/2009 No. HR/MO: 2 No. HR/MO during sec trading: 0 (2) Name: Mark Greenblatt Inv rel: Y Add: 7150 W Central Ave Suite 100 Toledo, OH. 43617 Nature: Life an health insurance sales Position: Sales, Agent Start date: 01/01/2009 No. HR/MO: 4 No. HR/MO during sec trading: 1 (3) Name: Jewish Federation of Greater Toledo (JFGT) Inv rel: Y Add: 6465 Sylvania Ave., Sylvania, OH 43560 Nature:501C3 non-profit Position: Immediate Past President and Board Member Start date: 07/01/2021 No. HR/MO: 6 No. HR/MO during sec trading: 1 Describe Duties: Volunteer position of faith based non-profit. Engaged in governance of organization including fiscal oversight as member of Finance Committee. No oversight of organization investments and no funds disbursement responsibility. (4) Name: Greenblatt and Associates LLC Inv rel: Y Add: At Residential Address Nature: Owner of LLC used to receive insurance commissions for recordkeeping purposes Position: Sole Member/Owner Start date: 03/01/2025 No. HR/MO: 2 No. HR/MO during sec trading: 0 Describe Duties: Owner, limited bookkeeping, filing of taxes, maintaining of records, and bank reconciliation. (5) Name: Cougar Club Inv rel: Y Add: 7225 W. Sylvania Ave, Sylvania, OH 43560 Nature: Board Service Position: Treasurer Start date: 7/1/2026 No. HR/MO: 4 No. HR/MO during sec trading: 0 Describe duties: Bookkeeping, advising on budget, deposits and disbursements for high school athletic needs. Multiple signers on bank accounts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-12 |
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