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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-11 |
Branch Locations
2919 Crossing Ct Suite 8, Champaign, IL 61822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Champaign | IL | 06/2004 | 04/2022 |
| Ohio National Insurance Company | Champaign | IL | 06/2004 | 04/2022 |
| On Investment Management Co | Champaign | IL | 09/2004 | 04/2022 |
| Bloom Financial | Champaign | IL | 01/2008 | Present |
| Massmutual Life Insurance Co | Champaign | IL | 02/2022 | Present |
| Mml Investors Services, Llc | Champaign | IL | 05/2022 | Present |
(1) Name: Bloom Financial Inv rel: Y Addr: 2919 Crossing Ct, Suite 8, Champaign, IL 61822 Nature: Tax Preparation Position: Owner - Sole Proprietor Start: 01/01/2008 No hrs/mo: 10 No hrs/mo dur trading: 0 Duties: Tax return preparation of 100-150 personal tax returns. (2) Name: Richard Bloom Inv rel: Y Addr: 2919 Crossing Ct, Suite 8, CHampaign, IL 61822 Nature: Rental Income Position: Owner Start: 01/01/2010 No hrs/mo: 1 No hrs/mo dur trading: 0 Duties: Rental and management of two single family rental units. (3) Name: Richard Bloom l Inv rel: Y Addr: 2919 Crossing Ct, Suite 8, Champaign, IL 61822 Nature: Outside insurance - life, disability, long-term care, fixed annuities, health Position: Agent Start: 11/01/2005 No hrs/mo: 15 No hrs/mo dur trading: 10 Duties: Sale and service of outside insurance with various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-23 |
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