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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-19 |
| OH | RA | APPROVED | 2003-05-15 |
Branch Locations
1093 Medina Road Suite 202, Medina, OH 44256 • United States
Broadview Hts, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance | Medina | OH | 01/2001 | Present |
| Mml Investors Services, Llc | Medina | OH | 01/2001 | Present |
(1) NAME: GONZOIL, INC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE/POSITION: RECEIVE AN INCOME FOR MINERAL RIGHTS ON MY PERSONAL PROPERTY START DATE: 2008 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: LEGACY PHYSICIAN ADVISORS, LLC INV REL: Y ADD: 1093 MEDINA ROAD SUITE 202 MEDINA, OH 44256 NATURE: LLC FOR MARKETING PURPOSES POSITION: OWNER START DATE: 05/26/2017 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 20 DESCRIBE DUTIES: LLC FOR MARKETING PURPOSES. (3) NAME: LEGACY WEALTH ADVISORS, LLC INV REL: Y ADD: 1093 MEDINA ROAD SUITE 202 MEDINA, OH 44256 NATURE: LLC FOR MARKETING PURPOSES POSITION: OWNER START DATE: 01/06/2023 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 20 DESCRIBE DUTIES: LLC FOR MARKETING PURPOSES. (4) NAME: MEDINA COUNTY ESTATE PLANNING COUNCIL INV REL: Y ADD: 1000 E. WASHINGTON MEDINA, OH 44256 NATURE: BOARD SERVICE/PROFESSIONAL ORGANIZATION FOR ATTORNEYS, CPA'S, AND FINANCIAL ADVISORS POSITION: BOARD MEMBER START DATE: 01/01/2018 NO. HR/MO: .5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: MEET QUARTERLY TO DISCUSS AND ARRANGE THE QUARTERLY EDUCATION SESSIONS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-12-05 |
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