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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-20 |
| NY | RA | APPROVED | 2023-11-01 |
Branch Locations
400 Meridian Centre Suite 101, Rochester, NY 14618 • 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. | Rochester | NY | 01/2010 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2021 |
| Mml Investors Services, Llc | Rochester | NY | 03/2017 | 12/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2021 | 10/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2021 | 10/2023 |
| Msi Financial Services, Inc. | Rochester | NY | 01/2010 | 03/2017 |
| Massmutual Life Insurance Company | Rochester | NY | 10/2023 | Present |
| Mml Investors Services Llc | Rochester | NY | 11/2023 | Present |
1)Name: VOYA Advisory Board, Inv Rel: Y Addr: n/a, Nature: Talk about current 401K practices, Position: Board Member, Start: 10/01/2016, No Hr/Mo: 2 No Hr/Mo Dur Trading: 0 Duties: Once a quarter we meet via zoom and report trends we are seeing in the marketplace. Share ideas. 2)Name: Rush Henrietta Travel Soccer, Inv Rel: N Addr: 1344 Martin Road, W Henrietta, NY14586, Nature: officiating, Position: Officiating, Start: 09/10/2015, No Hr/Mo: 4 No Hr/Mo Dur Trading:0 Duties: official soccer games.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-09-12 |
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