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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-11 |
| CA | RA | APPROVED | 2021-10-08 |
Branch Locations
777 E Tahquitz Canyon Way Ste 200-42, Palm Springs, CA 92662 • United States
Palm Desert, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Palm Desert | CA | 12/2014 | 10/2021 |
| Morgan Stanley Private Bank, National Association | Palm Desert | CA | 04/2015 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Palm Desert | CA | 05/2016 | 10/2021 |
| Massmutual Life Insurance Company | Palm Springs | CA | 09/2021 | Present |
| Mml Investors Services, Llc | Palm Springs | CA | 10/2021 | Present |
NAME: KERRY HENDRIX INV REL: Y ADD: 777 E TAHQUITZ CANYON WAY SUITE 200-42 PALM SPRINGS CA 92262 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 10/04/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: SELLING LIFE AND HEALTH INSURANCE BASED ON CLIENTS NEEDS AND DESIRES OF BOTH INDIVIDUAL LIFE/HEALTH AND GROUP LIFE/HEALTH. (2) NAME: HARVEY MILK DIVERSITY BREAKFAST INV REL: N ADD: PALM SPRINGS CONVENTION CENTER 277 N AVENIDA CABALLEROS PALM SPRINGS CA 92262 NATURE: EDUCATION/CELEBRATION IN THE MEMORY OF HARVEY MILK POSITION: STAGE MANAGER/BOARD MEMBER START DATE: 04/2022 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0 DUTIES: MANAGEMENT OF STAGE OPERATIONS, ASSIST ORGANIZATION IN MARKETING TO THE PUBLIC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-11 |
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