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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-26 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
88 Froehlich Farm Blvd Suite 320, Woodbury, NY 11797 • United States
1393 Veteran's Memorial Hwy Suite 307S, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Garden City | NY | 10/2001 | 09/2019 |
| Park Avenue Securities Llc | Garden City | NY | 08/2002 | 09/2019 |
| Massmutual Life Insurance Co | Woodbury | NY | 09/2019 | Present |
| Mml Investors Services, Llc | Woodbury | NY | 10/2019 | Present |
(1) Name: Samantha Clark Inv Rel: Y Address: 88 Froehlich Farm Blvd, Suite 320, Woodbury, NY, 11797 Nature: NonMMLIA Insurance Brokerage Position: Agent Start date: 10/02/2019 Hrs/Mo: 1 Sec Hrs/Mo: 1 Duties: Individual Life, Health, Group Life & Group Health. (2) Name: 4563 Union Road, LLC Inv Rel: Y Address: At residential address Nature: Simple Rental Property Position: Start date: 12/15/2011 Hrs/Mo: 1 Sec Hrs/Mo: 0 Duties: Manage Tenants. (3) Name: American Heart Association Inv Rel: N Add: 125 East Bethpage Rd, Ste 100, Plainview, NY 11803 Nature: Health Position: Board Member Start Date: 11/15/2022 No Hrs/Mo: 1 No/Hrs Mo dur trading: 0 Describe Duties: 5 meetings per year. (4) Name: Center for Wealth Planning, LLC Inv Rel: Y Add: 88 Froehlich Farm Blvd, Suite 320, Woodbury, NY 11797 Nature: General Agency for MassMutual Position: Owner of LLC used for financial services business Start Date: 01/01/2025 No/Hrs Mo: 200 No/Hrs Mo dur trading: 200 Describe Duties: Recruit, train, develop, retain productive financial advisors and responsible for leading team of associates. (5) Name: Clarney Holdings, LLC Inv Rel: Y Add: Residential Address Nature: Rental Property Position: Owner of LLC for Rental Property Start Date: 08/06/2025 No Hrs/Mo: 1 No/Hrs Mo dur trading: 0 Describe Duties: Own rental property, approve property management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-11-01 |
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