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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-03-25 |
Branch Locations
5250 Claremont Avenue Suite 124, Stockton, CA 95207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Stockton | CA | 06/1998 | 03/2017 |
| Mml Investors Services, Llc | Stockton | CA | 03/2017 | Present |
| Massmutual Life Insurance Company | Stockton | CA | 07/2016 | Present |
Name: Villa Premier Insurance Agency Inv rel: Y Add: 5250 Claremont Ave Suite 124 Stockton CA 95207 Nature: Outside Insurance Position: Sales Ownership Start date: 11/01/2017 No. HR/MO: 8 No. HR/MO during sec trading: 1 Describe duties: Individual life, P&C, health, group health (2) Name: Newpoint Mortgage Inc. Inv Rel: Y Add: 2025 W March Lane Suite 3 Stockton CA 95207 Nature: Originating Residential Mortgages Position: MLO Start Date: 4/25/2024 No Hrs/Mo: 5 No Hrs/Mo Dur Trading: 1 Duties: I will assist customer to obtain loans to purchase or refinance their residential mortgages.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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