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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-04 |
| MD | RA | APPROVED | 2021-02-03 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
3400 Idaho Ave Nw Ste 300, Washington, DC 20016 • United States
4800 Hampden Ln Suite 200, Bethesda, MD 20814 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Bethesda | MD | 01/2004 | Present |
| Mml Investors Services, Llc | Bethesda | MD | 02/2004 | Present |
(1) NAME: CW KIMPEL LLC INV REL: Y ADD: 7900 WESTPARK DR, STE A320, MCLEAN, VA 22102. NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH. POSITION: AGENT. START DATE: 05/05/2005. NO. HR/MO: 4. NO. HR/MO DURING SEC TRADING: 2. (2) NAME: COLIN KIMPEL. INV REL: Y ADD: AT RESIDENTIAL ADDRESS. NATURE: SIMPLE RENTAL PROPERTY. POSITION: OWNER. START DATE: 05/15/2009. NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0. (3) NAME: WEALTH INSIGHT PARTNERS, LLC INV REL: Y ADDR: 4800 HAMPDEN LN, SUITE 200, BETHESDA, MD 20814 NATURE: LLC POSITION: MEMBER/OWNER START DATE: 09/14/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: GENERAL ADMINISTRATION OF THE LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-29 |
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