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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
300 Corporate Pkwy Suite 216N, Amherst, NY 14226 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Williamsville | NY | 01/2015 | 03/2017 |
| Mass Mutual Life Insurance Company | Amherst | NY | 07/2016 | Present |
| Mml Investors Services, Llc | Amherst | NY | 03/2017 | Present |
(1)Name: WF Operations LLC, Inv Rel: Y Addr: 300 Corporate Parkway Suite 216N Amherst NY 14226, Nature: Operating entity for paying expenses, Position: Partner, Start: 1/1/2025, No Hr/Mo:1 No Hr/Mo Dur Trading: 1 Duties: using operating entity to pay expenses for practice aquisition. (2)Name: Colleen Fitzhenry - KAFL Inv Rel: Y Add:300 Corporate Parkway, Suite 216N, Amherst, NY 14226 Nature: OUTSIDE INSURANCE SALES Postion: INSURANCE BROKER Start Date: 12/11/2025 No. Hr/Mo:.5, No. Hr/Mo During Sec Trading:.5, Duties: Long-term care
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-14 |
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