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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-08 |
Branch Locations
1 Mill Ridge Lane Suite 205, Chester, NJ 07930 • 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 |
|---|---|---|---|---|
| Summit Financial Resources, Inc. | Parsippany | NJ | 06/1999 | 09/2018 |
| Summit Equities, Inc. | Parsippany | NJ | 06/1999 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | 01/2020 |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | 09/2021 |
| Massmutual Life Insurance Company | Chester | NJ | 09/2021 | Present |
| Mml Investors Services, Llc | Chester | NJ | 09/2021 | Present |
NAME: BETHEL WEALTH GUARDIANS INV REL: Y ADD: 1 MILL RIDGE LANE, STE 205, CHESTER, NJ 0790-2490 NATURE: OUTSIDE INSURANCE SALES - LIFE INSURANCE, DISABILITY, EQUITY FIXED LIFE AND FIXED ANNUITY POSITION: INSURANCE AGENT START DATE: 08/24/2022 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OUTSIDE FIXED LIFE INSURANCE, ANNUITY AND DISABILITY SALES (2) NAME: BETHEL WEALTH GUARDIANS LLC INV REL: Y ADD: 1 MILL RIDGE LANE, SUITE 205, CHESTER, NJ 07930 NATURE: LLC CREATED TO MARKET MASSMUTUAL AND MML BUSINESS POSITION: FINANCIAL ADVISOR/INSURANCE AGENT/OWNER START DATE: 04/03/2023 NO HRS/MO: 40 NO/HRS MO DUR TRADING: 40 DESCRIBE DUTIES: SALE AND SOLICITATION OF MM AND MMLIS PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-20 |
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