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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-30 |
| CA | RA | APPROVED | 2016-05-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Villa Romana Inc | San Francisco | CA | 01/1992 | Present |
| Mass Mutual Financial Group | Pleasanton | CA | 06/2008 | Present |
| Mml Investors Services, Inc. | Pleasanton | CA | 07/2008 | Present |
NAME: ACCARDO FINANCIAL & INSURANCE SERVICES INC, INV REL: Y, ADD: RESIDENTIAL ADDRESS NATURE: OWNER OF CORP FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 7/1/2025 NO. HR/MO: 60 NO. HR/MO DURING SEC TRADING: 3
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-11 |
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