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4301 Wilson Blvd., Arlington, VA 22203-1860 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-30 |
| VA | RA | APPROVED | 2024-01-30 |
Branch Locations
4301 Wilson Blvd., Arlington, VA 22203-1860 • United States
Bloomfield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Springfield | MA | 12/2003 | 02/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 12/2003 | 02/2018 |
| Voya Financial Advisors, Inc. | Windsor | CT | 02/2018 | 06/2021 |
| Fidelity Investments | Merrimack | NH | 06/2021 | 12/2023 |
| Homestead Financial Services Corp. | Arlington | VA | 12/2023 | Present |
| Homestead Advisers Corp. | Arlington | VA | 12/2023 | Present |
| Nreca | Arlington | VA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-01 |
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