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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-05 |
| WA | RA | APPROVED | 2010-01-08 |
Branch Locations
7853 Se 27Th St Ste 285, Mercer Island, WA 98040 • United States
Kirkland, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Mercer Island | WA | 10/2006 | Present |
1) NAME: SRG1998, LLC INV REL: Y ADD: 7853 SE 27TH ST STE 285, MERCER ISLAND, WA 98040 -2897 NATURE: MANAGING MEMBER OF LLC FOR PASS THROUGH COMPENSATION POSITION: MANAGING MEMBER START DATE: 01/01/2022 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DUTIES: MANAGING MEMBER OF LLC FOR PASS THROUGH COMPENSATION 2) NAME: ISJUICEAKITE, LLC INV REL: Y ADD: 7853 SE 27TH ST STE 285, MERCER ISLAND, WA 98040 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 12/08/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: I AM THE ONLY OWNER AND SOLE MEMBER OF THE LLC, THE ENTITY IF FOR LEGAL & TAX REASONS ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-22 |
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
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