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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | New York | NY | 09/2012 | 11/2016 |
| Mml Investors Services, Llc | New York | NY | 10/2012 | 11/2016 |
| New York Life Insurance Co | New York | NY | 10/2016 | 03/2017 |
| Nylife Securities Llc | New York | NY | 12/2016 | 03/2017 |
| Stuart Flaum Consulting, Llc | Brooklyn | NY | 05/2016 | Present |
| Eagle Strategies Llc | New York | NY | 02/2017 | 03/2017 |
| Massmutual Life Insurance Company | New York | NY | 12/2016 | 01/2022 |
| Mml Investors Services, Llc | New York | NY | 03/2017 | 01/2022 |
| Avantax Investment Services Inc. | Brooklyn | NY | 01/2022 | 09/2025 |
| Avantax Advisory Services | Brooklyn | NY | 01/2022 | 09/2025 |
| Avantax Insurance Agency, Llc | Brooklyn | NY | 01/2022 | 09/2025 |
| Anthem Inc. | Brooklyn | NJ | 01/2020 | Present |
| Unitedhealthcare Insurance Company | Brooklyn | NY | 01/2020 | Present |
| Health Insurance Plan Of Greater New York | Brooklyn | NY | 01/2019 | Present |
| Healthpass Insurance Trust | Brooklyn | NY | 06/2008 | Present |
| Oxford Health Plans Llc | Brooklyn | NY | 01/2009 | Present |
| Special Needs Family Planning, Llc | Brooklyn | NY | 05/2016 | 09/2020 |
| Cetera Wealth Services, Llc | New York | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
DEVELOPMENTAL DISABILITIES ADVISORY COUNCIL POSITION: caucus member NATURE: Appointed by the Governor of NY to make innovative recommendatiions to the Office of People with Developmental Disabilities to enable people with disabilities to live more meaningful and self determined lives in the community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023; 44 Holland Drive, Alnany NY 11229, I take part in discussions, attend council meetings, review state plans. 2) Strokes of Genius; Vice President; Strokes of Genius is a non profit which highlights the work of artists with disabilities through their website.; NIR; 1; 05/01/2008; 6701 Colonial Road Brooklyn NY 11220-5132; act as an ambassador and discuss the non profit mission and goals with those interested in art created by people with disabilities, recruit new board members, develop with the board long term goals for the non profit 3) HealthPass Insurance Trust; broker; Independent health insurance broker for businesses; NIR; 1; 0; 06/01/2008; 440 E 56th St New York NY 10022; prospecting, presenting insurance, processing paperwork 4) Oxford Health Plans LLC; Broker; Sales of Oxford Health Plans to businesses; NIR; 1; 2; 01/01/2009; 440 E 56th St New york NY 10022; Prospecting, Presenting insurance and processing paperwork 5) Avantax Insurance Agency and/or Avantax Insurance Services; Insurance Agent; life insurance, disability, long term care and annuity sales ; IR; 15; 01/01/2022; 365 Bridge Street Brooklyn NY 11201; Presentation of illustrations to clients, writing applications, and working through the agency to in-force status and customer service 6) Wonder Stroudsbourg Corporation; Vice president; This entity is inactive, however at the time of operation Wonder Stroudsbourg was a retail family apparel store.; NIR; 0; 05/16/1979; 365 Bridge Street Brooklyn NY 11201; No responsibilities. This is an inactive entity. 7) Health Insurance Plan of Greater New York; Broker; Quote and compare group health plans for businesses; NIR; 1; 0; 01/01/2019; 440 E 56th St New NY 10022; prospecting, presenting insurance, processing paperwork 8) Anthem Inc.; Broker; Quote and compare health plans for businesses; NIR; 1; 0; 01/01/2020; 440 E 56th St New York NY 10022; prospecting, presenting insurance, processing paperwork 9) UnitedHealthcare Insurance Company; Broker; Quote and propose group medical health plans to businesses; NIR; 1; 0; 01/01/2020; 440 E 56th St N NY 10022; prospecting, presenting insurance, processing paperwork 10) Stuart Flaum Consulting, LLC; Member; Assist people with disabilities to live full lives in the community of their choice.; NIR; 1; 0; 05/12/2016; 440 E 56th St New York NY 10022; Mentor and Coach people with disabilities on: supports in the community, access to benefits, transportation, education and encouraging work 11) Special Needs Family Planning LLC; Member; This was my dba at MassMutual for insurance sales . It is currently inactive.; NIR; 0; 05/12/2016; 365 Bridge Street Brooklyn NY 11201; life insurance sales, annuity sales, as a dba at MassMutual 12) NAME OF OTHER BUSINESS: SPECIAL NEEDS FAMILY PLANNING LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC; START DATE: 5/2013; POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR/OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: INACTIVE LLC;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-19 |
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