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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-27 |
Branch Locations
1393 Veteran's Memorial Hwy Suite 307S, Hauppauge, NY 11788 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Melville | NY | 08/2010 | 04/2017 |
| Mml Investors Services Llc | Melville | NY | 03/2011 | 04/2017 |
| National Life | Hauppauge | NY | 10/2018 | 08/2019 |
| Equity Services, Inc. | Hauppauge | NY | 10/2018 | 08/2019 |
| Massmutual Life Insurance Co | Woodbury | NY | 08/2019 | Present |
| Mml Investors Services, Llc | Woodbury | NY | 10/2019 | Present |
| Elite Planning Solutions | Oceanside | NY | 04/2017 | 10/2018 |
NAME: ELITE PLANNING SOLUTIONS, INC. INV REL: Y ADDR: 88 FROEHLICH FARM BLVD, SUITE 320, WOODBURY, NY, 11797 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: OWNERSHIP, PRESIDENT START: 10/01/2010 NO HRS/MO: 30 NO HRS/MO DUR TRADING: 30.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-31 |
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