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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-12 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
Westlake Village, CA • United States
831 State Street Suite 27, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Shelton | CT | 07/2012 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Santa Barbara | CA | 07/2016 | Present |
| Mml Investors Services, Llc | Santa Barbara | CA | 03/2017 | Present |
(1)NAME: JON GLADSTONE INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START:1/2011 NO HRS/MO: 9 NO HRS/MO DUR TRADING: 9 DESCRIBE DUTIES: DENTAL & GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LTC. (2)NAME: JON GLADSTONE INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: RENTAL INCOME POSITION: OWNER START: 3/1/2026 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: UPKEEP OF RENTAL PROPERTY AND COLLECTING RENT FOR PROPERTY LOCATED IN SHELTON, CT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-21 |
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