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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-09 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
45 Glastonbury Boulevard 1St Floor, Glastonbury, CT 06033 • United States
Cromwell, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Glastonbury | CT | 01/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Glastonbury | CT | 07/2016 | Present |
| Mml Investors Services, Llc | Glastonbury | CT | 03/2017 | Present |
(1)NAME: BRIAN EBERLE, POA INV REL: Y ADD: RESIDENTIAL ADD NATURE: POA POSITION: POA START DATE: 5/2018 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0.. (2) NAME: BRIAN EBERLE INV REL: Y ADD: RESIDENTIAL ADD NATURE: INDIVIDUAL LIFE/HEALTH, GROUP LIFE/HEALTH POSITION: AGENT START DATE: 2/2016 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2.. (3)Name: Brian Eberle Inv rel: Y Add: Residential address Nature: Life Settlements/Viaticals Position: Agent Start date: 04/24/2020 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Assist customers with sales of whole life and/or universal life policies to a Life Settlement Company. Assist customers with sales of variable life policies to a Life Settlement Company. Assist customers with sales of term life policies to a Life Settlement Company (4) Name: E&D Office Management LLC Inv rel: Y Add: Residential address Nature: General- Partnership LLC used to pay administrative support staff Position: Partner Start date: 2/3/2021 No. HR/MO: 20 No. HR/MO during sec trading: 1 Describe duties: Pay administrative support staff and manage associated expenses (5) NAME: beRacing, LLC INV REL: N ADD: RESIDENTIAL ADDRESS NATURE: AUTO RACING/COACHING POSITION: MEMBER-OWNER START DATE: 07/01/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: COACH CLIENTS AND HELP IMPROVE RACE DRIVING TECHNIQUE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-02 |
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