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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-19 |
Branch Locations
1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Boston | MA | 11/2003 | 09/2016 |
| Msi Financial Services, Inc. | Boston | MA | 09/2016 | 03/2017 |
| Mass Mutual Life Insurance Company | Boston | MA | 07/2016 | Present |
| Mml Investors Services, Llc | Boston | MA | 03/2017 | Present |
(1) Name: Russell and Sheree Holmes Inv rel: Y Add: Residential Address Nature: Simple Rental Property Position: Owner of multiple properties Start date: 10/14/2008 No. HR/MO: 5 No. HR/MO during sec trading: 0 (2) Name: Russell Holmes - State Representative Inv rel: N Add: 24 Beacon Street Suite 254, Boston, MA 02133 Nature: Political Office Position: State Representative - 6th Suffolk District Start date: 01/2011 No. HR/MO: 16 No. HR/MO during sec trading: 12 (3) Name: Russell Holmes Inv rel: N Add: At Residential Address Nature: Other - Notary Public Position: Other - Notary Public Start date: 06/2005 No. HR/MO: 1 No. HR/MO during sec trading: 0 (4) Name: The Seaport Team Inv rel: Y Add: One Marina Park Drive, Boston, MA 02210 Nature/Duties: Owner of LLC for pass through compensation Position: Owner Start date: 04/01/2024 No. HR/MO: 20 No. HR/MO during sec trading: 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-26 |
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