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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-04 |
Branch Locations
3133 W Frye Rd Suite 101, Chandler, AZ 85226 • United States
3430 E Sunrise Dr Ste 180, Tucson, AZ 85718 • United States
4900 North Scottsdale Road Suite 4000, Scottsdale, AZ 85251 • United States
2390 E Camelback Rd Ste 130, Phoenix, AZ 85016 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | New York | NY | 05/2004 | 03/2017 |
| Mml Investors Services, Llc | Scottsdale | AZ | 03/2017 | Present |
| Massmutual Life Insurance Company | Scottsdale | AZ | 07/2016 | Present |
(1) NAME: PLANIT GROUP LLC INV REL: Y ADD: 4900 N SCOTTSDALE ROAD SUITE 400 SCOTTSDALE AZ 85251 NATURE: DBA POSITION: EMPLOYEE START DATE: 2/25/2019 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 (2)NAME: SHANA DESPRES/ PLANIT GROUP INV REL: Y ADD: RESIDENTIAL NATURE: LIFE, DI, LTC AND FIXED ANNUITIES INSURANCE SALES POSITION: AGENT START DATE: 12/13/2021 NO HRS/MO: 0 NO HRS/MO: 0 DUTIES: TO MATCH CLIENTS WITH NEEDED PRODUCTS WHEN/IF NEEDED. (3) NAME: MILESTONE FINANCIAL, LLC INV REL: Y OR N ADD: 4900 NORTH SCOTTSDALE RD, STE 4000, SCOTTSDALE, AZ 85251 NATURE: FINANCIAL SERVICES INCLUDING FINANCIAL PRODUCTS SALES AND INVESTMENTS ADVICE POSITION: CEO, FINANCIAL PLANNER START DATE: 07/01/2024 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160 DESCRIBE DUTIES: PROVIDE FINANCIAL ADVICE AND PLANNING STRATEGIES. PROVIDING INSURANCE AND INVESTMENT PRODUCTS AFFILIATED AND THROUGH THE CHANNELS PROVIDED BY MMLIA & MMLIS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-09 |
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