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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Waterford | CT | 01/2015 | 03/2017 |
| Mass Mutual Life Insurance Company | Waterford | CT | 07/2016 | Present |
| Mml Investors Services, Llc | Waterford | CT | 03/2017 | Present |
(1) Name: Independent Insurance agent ClearPath Financial Solutions, LLC from business address - Dental and Group Disability Income Disability Fixed Annuities Life/Accident/Health Long-Term Care - 10 security hours and 10 non security hours- since 02/2008 (2) Name: Clear Path Financial Solutions, LLC Inv rel: Y Add: 774 Broad St. Waterford CT 06385 Nature: Marketing Position: Director of Client Development and Relationship Management Start date: 01/01/2022 No. HR/MO: 12 No. HR/MO dur trading: 12 Describe duties: Marketing to new and existing clients and client relationship management and date entry.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-17 |
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