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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-20 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
300 Corporate Pkwy Suite 216N, Amherst, NY 14226 • United States
300 Corporate Pkwy Suite #110N, Amherst, NY 14226 • United States
East Aurora, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Amherst | NY | 08/2011 | Present |
| Mml Investors Services, Llc | Amherst | NY | 04/2012 | Present |
1)Name: Mindshift Financial Coaching, Inv Rel: Y Addr: 441 Cook Rd, East Aurora NY 14052, Nature: Consulting/Coaching financial advisors in the industry on building planning focused practices, Position: Consultant, Start: 2/15/2023, No Hr/Mo: 6 No Hr/Mo Dur Trading: 6 Duties:coaching/consulting advisors on their practice".
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-13 |
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