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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-18 |
Branch Locations
280 Congress St Suite 1300, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Boston | MA | 02/2016 | Present |
| Mml Investors Services | Boston | MA | 04/2016 | Present |
(1) Name: 620bourne road LLC Inv rel: Y Add: 620 Bourne Rd Plymouth MA Nature: Real Estate Position: Ownership Start date: 1/01/2017 No. HR/MO: 1 No. HR/MO during sec trading: 0. (2) Name: Cross Coastal Advisors Inv rel: Y Add: 101 Federal Street Boston, MA. 02110 Nature: Will provide outside insurance products if appropriate to clients Position: Sales Start date: 7/01/2018 No. HR/MO: 50 No. HR/MO during sec trading: 50. (3) NAME: Highstreet Insurance Partners INV REL: Y ADD: 280 Congress St, Ste. 1300, Boston, MA 02210 NATURE: Financial Services POSITION: Employee START DATE: 04/01/2025 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 120 DESCRIBE DUTIES: Management of financial services partnership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-02 |
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