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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2017-03-25 |
Branch Locations
360 Route 101 Unit 2, Bedford, NH 03110 • United States
20 Mary E. Clark Drive Suite 9, Hampstead, NH 03841 • United States
Exeter, NH • 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 | Boston | MA | 11/2008 | 03/2017 |
| Massmutual Life Insurance Company | Hampstead | NH | 07/2016 | Present |
| Mml Investors Services, Llc | Hampstead | NH | 03/2017 | Present |
(1)Name: Birchwood Financial Group, Inc Inv rel: Y Add: 20 Mary E. Clark Drive, Suite 9, Hampstead, NH 03841 Nature: Other; C-corp established for compensation and expenses Position: Owner Start date: 07/01/2021 No. HR/MO: 1 No. HR/MO dur trading: 0 Describe duties: Administrative tasks, submitting required filings. (2)Name: Brian Desoye Inv rel: Y Add: 20 Mary E. Clark Drive, Suite 9, Hampstead, NH 03841 Nature: Outside Insurance Sales; Life, Disability, and Fixed annuities Position: Agent Start date: 07/15/2022 No. HR/MO: 1 No. HR/MO dur trading: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-29 |
| S66 | Uniform Combined State Law Examination | 2005-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-25 |
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