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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-17 |
| NJ | RA | APPROVED | 2017-03-25 |
Branch Locations
58 Maple Ave, Morristown, NJ 07960 • United States
Chatham, NJ • 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 |
|---|---|---|---|---|
| Metlife Securities Inc | Somerville | NJ | 12/2005 | 03/2017 |
| Mml Investors Services, Llc | Iselin | NJ | 03/2017 | Present |
| Massmutual Life Insurance Co | Iselin | NJ | 07/2016 | Present |
NAME: Courtney E Walker Dynasty Trust Inv Rel: Y Add: Residential Nature: Trustee or Other Fiduciary Control Role Position: Trustee Start Date: 2013 No. HR/MO: 0 No. HR/MO Dur Trading: 0 (2) Name: Denis Walker Inv Rel: Y Add: Residential Nature: Fixed Annuities, Health, Dental and Vision Insurance Position: Independent Insurance Agent Start Date: 12/14/2022 No Hrs/Mo: 2 No Hrs/Mo Dur Trading: 0 Duties: Sell Health, Dental, Vision & Fixed Products through Capital Benefits LLC and other insurance brokerage agencies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-19 |
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