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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Crossfit Maelstrom | Springfield | NJ | 01/2011 | 06/2019 |
| Harvard Business Analytics | Short Hills | NJ | 07/2019 | 07/2020 |
| Unemployed | Springfield | NJ | 08/2020 | 09/2024 |
| New York Life Insurance Co | New York | NY | 09/2024 | 11/2025 |
| Nylife Securities, Llc | New York | NY | 12/2024 | 11/2025 |
| Mml Investors Services | Iselin | NJ | 01/2026 | Present |
| Massmutual Life Insurance Co | Iselin | NJ | 11/2025 | Present |
NAME: DANIEL EPSTEIN INV REL: Y ADD: 186 WOOD AVE S, SUITE 301, ISELIN, NJ 08830 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 12/1/2025 No. HR/MO: 1 No. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, AND LONG-TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-24 |
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