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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-08 |
Branch Locations
280 Congress St Suite 1300, Boston, MA 02210 • United States
Canton, MA • United States
Brewster, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bristol County Savings Bank | Taunton | MA | 10/2019 | 05/2020 |
| Unemployed | Canton | MA | 03/2019 | 10/2019 |
| Admirals Bank | Boston | MA | 09/2011 | 03/2019 |
| New York Life Insurance Co | Manchester | NH | 06/2020 | 08/2023 |
| Nylife Securities | Manchester | NH | 08/2020 | 08/2023 |
| Eagle Strategies Llc | Canton | MA | 04/2023 | 08/2023 |
| Mml Investors Services, Llc | Boston | MA | 08/2023 | Present |
| Massmutual Life Insurance Company | Boston | MA | 08/2023 | Present |
(1) Name: Kim Martell Inv Rel: Y Addr: 280 Congress St, Suite 1300, Boston, MA 02210 Nature: Outside Insurance - Life, disability, long-term care, fixed annuities Position: Sales Start Date: 09/08/2023 No. Hr/Mo: 2 No. Hr/Mo During Sec Trading: 2 Duties: Sales and service of outside insurance and annuities. (2) Name: Beyond EQ International Inv Rel: N Add: At residential address Nature: Business Coaching Referrals Position: Referrer Start Date: 05/20/2024 No. Hr/Mo: 5 No. Hr/Mo During Sec Trading: 2 Duties: Provide referrals and introductions to business coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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