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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-17 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
300 Corporate Pkwy Suite 216N, Amherst, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Buffalo | NY | 07/1996 | Present |
| Massachusetts Mutual Life Insurance Company | Amherst | NY | 07/1996 | Present |
(1) NAME: Geoffrey McDermid INV REL: Y ADD: 641 Delaware Ave., Buffalo NY 14202 NATURE: Non-profit historical preservation site POSITION: Treasurer/Trustee START DATE: 03/20/2023 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Oversee the financial operation of the historical site. Set and monitor the investments & spending policy statement for the donated funds. Has authority to sign checks for the benefit of the historical site. I am 1 of 4 of the 4 that have the power. Power is shared with the board president, the executive director treasurer emeritus and myself.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-23 |
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