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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-03-05 |
Branch Locations
4 Park Plaza Suite 206, Wyomissing, PA 19610 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Wyomissing | PA | 02/2015 | Present |
| Mml Investors Services, Llc | Wyomissing | PA | 02/2015 | Present |
1) Name: Everette Scott Scrivner Inv Rel: Y Addr: 220 Gibraltar Road, Suite 220, Horsham PA 19044 Nature: Outside Insurance Position: Agent, Start Date: 2/1/2015, No hr/mo: 0 no hr/mo dur trading: 0 Describe Duties: Life 2) NAME: WIDGEON WEALTH STRATEGIES LLC INV REL: Y ADD: 4 PARK PLAZA, SUITE 206, WYOMISSING, PA 19610 NATURE: LLC USED TO MARKET MASSMUTUAL AND MML BUSINESS POSITION: FINANCIAL ADVISOR, INSURANCE AGENT AND OWNER START DATE: 11/01/2023 NO HRS/MO: 40 NO/HRS MO DUR TRADING: 40 DESCRIBE DUTIES: SALES AND SOLICITATION OF MM AND MMLIS PRODUCTS AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-04 |
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