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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
400 Meridian Centre Suite 101, Rochester, NY 14618 • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Rochester | NY | 04/2012 | 01/2017 |
| Mml Investors Services | Rochester | NY | 04/2012 | 01/2017 |
| Guardian Life Insurance Company Of America | Pittsford | NY | 04/2015 | 09/2017 |
| Guardian Life Insurance Company | Rochester | NY | 09/2017 | 04/2019 |
| Park Avenue Securities | Rochester | NY | 01/2017 | 04/2019 |
| Massmutual Life Insurance Co | Rochester | NY | 04/2019 | Present |
| Mml Investors Services, Llc | Rochester | NY | 05/2019 | Present |
(1) NAME: JOSEPH BIANCHI, INV REL: Y ADDR:400 MERIDIAN CENTER BLVD, SUITE 101, ROCHESTER, NY 14608 NATURE: OUTSIDE INSURANCE - LIFE INSURANCE, GROUP LIFE, GROUP HEALTH, POSITION: AGENT START:9/1/2019 NO HR/MO:3 NO HR/MO DUR TRADING:0. (2) NAME: JOSEPH BIANCHI, INV REL: N ADDR: 400 MERIDIAN CENTER BLVD, SUITE 101, ROCHESTER NY 14618 NATURE: REFERRAL TO COLLEGE ASSISTANCE PLUS, POSITION: PAYMENT OF REFERRAL FEE, START:10/1/2019 NO HR/MO:2 NO HR/MO DUR TRADING:2. (3) NAME: BUSINESS EXIT STRATEGY, INV REL: Y ADDR: 150 SAWGRASS DR, ROCHESTER NY 14620, NATURE: BUSINESS VALUATION POSITION: FINANCIAL ADVISOR, START: 5/1/2026, NO HR/MO: 4 NO HR/MO DUR TRADING: 4 DUTIES: I WILL INTRODUCE MYSELF AND WHAT I DO AND THEN INTRODUCE THE INDIVIDUAL WHO SPECIALIZES IN HELPING BUSINESS OWNERS EXIT THEIR BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-07 |
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