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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| IN | RA | APPROVED | 2005-09-21 |
Branch Locations
8888 Keystone Crossing Suite 1600, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Indianapolis | IN | 08/2005 | Present |
| Mml Investors Services, Llc | Indianapolis | IN | 08/2005 | Present |
(1) NAME: ZIONSVILLE PARKS & RECREATION INV REL: N ADD: 1100 W. OAK STREET ZIONSVILLE, IN 46077 NATURE: COMPENSATED BOARD SERVICE POSITION: BOARD MEMBER START DATE: 1/10/2024 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: REVIEW PROPOSED ACTIVITIES FOR THE PARKS DEPARTMENT AND ATTEND MONTHLY MEETINGS. (2) NAME: MATTHEW MILBURN, INV REL: Y, ADD: 8888 KEYSTONE CROSSING SUITE 1600, INDIANAPOLIS, IN 46240 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 2/22/2024, NO. HR/MO: 2, NO. HR/MO DURING SEC TRADING: 2, DUTIES: LIFE, FIXED ANNUITIES (3) NAME: MATTHEW MILBURN INV REL: Y ADD: 8888 KEYSTONE CROSSING, STE 1600, INDIANAPOLIS, IN 46240 NATURE: LIFE SETTLEMENT POSITION: ADVISOR START DATE: 02/2026 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: INTRODUCED INSUREDS WITH DYING POLICIES TO ASHAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-27 |
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