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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-01 |
| IL | RA | APPROVED | 2017-03-25 |
Branch Locations
8700 West Bryn Mawr Avenue Suite 740, Chicago, IL 60631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Inc | Chicago | IL | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Chicago | IL | 03/2017 | Present |
| Massmutual Life Insurance Co | Chicago | IL | 07/2016 | Present |
(1) INDEPENDENT INSURANCE AGENT LIFE/ACCIDENT/HEALTH FOR 2HRS/WK & 2HRS EVENING & WKENDS SINCE 08/2007. (2) NAME: TARDI FAMILY FINANCIAL INCORPORATED INV REL: Y ADDR: 8700 W BRYN MAWR AVE, SUITE 740, CHICAGO, IL 60631 NATURE: ADVISORY BUSINESS POSITION: INVESTMENT ADVISOR REP START DATE: 07/01/2023 NO. HR/MO: 12 NO. HR/MO DURING SEC TRADING: 1 DUTIES: S-CORP; SUPERVISE AND MANAGE INVESTMENT PROGRAMS. PRESENT MANAGED MONEY SOLUTIONS TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-27 |
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