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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-19 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Shelton | CT | 02/2008 | 03/2017 |
| Massmutual Life Insurance Co | Shelton | CT | 07/2016 | Present |
| Mml Investors Services, Llc | Shelton | CT | 03/2017 | Present |
1) INDEPENDENT INSURANCE AGENT -- FROM BUSINESS ADDRESS- Dental and Group Disability Income Disability Fixed Annuities Life/Accident/Health Medicare Related Products 1HRS SEC, 0HRS NONSEC-DISABILITY & LIFE/ACCIDENT/HEALTH -SINCE 12/2008 2) NAME: GOLDMAN WEALTH ADVISORY TEAM, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: FOR PASS THROUGH COMPENSATION POSITION: PARTNER START DATE: 01/01/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: LLC USED TO MANAGE ASSOCIATED BUSINESS REVENUE AND EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-20 |
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