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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
225 High Ridge Road East Bldg 1St Floor, Stamford, CT 06905 • United States
Cos Cob,, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Shelton | CT | 04/2008 | Present |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | Present |
| Mml Investors Services, Llc | Stamford | CT | 03/2017 | Present |
(1)Name: Elizabeth Cleary Inv rel: Y Add: 225 High Ridge Rd. Stamford CT 06905 Nature: NonMMLIA Insurance Brokerage Position: Agent Start date: 01/2009 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Individual Life, Health, & Group Health.. (2)Name: Lefebvre Financial Services Inv rel: Y Add: 225 High Ridge Rd. Stamford CT 06905 Nature: Other Position: Ownership Start date: 08/2016 No. HR/MO: 160 No. HR/MO during sec trading: 160 Describe duties: Owner of Lefebvre Financial Services, LLC.. (3) Name: Jonathan Peluso Lefebvre Irrevocable Life Insurance Trust Inv rel: Y Add: Nature: Trustee on Life Insurance Trust Position: Trustee Start date: 03/2018 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Pay life insurance premiums on an annual basis
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-04 |
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