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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-06 |
| ME | RA | APPROVED | 2017-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Falmouth | ME | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Falmouth | ME | 03/2017 | Present |
| Massmutual Life Insurance Co | Falmouth | ME | 07/2016 | Present |
(1) Name: Christopher Perry Inv rel: Y Add: 75 Leighton Rd Falmouth Maine 04105 Nature: Individual Life, Health, Group Life and Group DI Position: Agent Start date: 05/01/2013 No. HR/MO: 4 No. HR/MO during sec trading: 4 (2) Name: Coastal Wealth Strategies LLC Inv rel: Y Add: 75 Leighton Road, #3, Falmouth Maine 04105 Nature: Partner of LLC used for Financial Services Position: Partner, Financial Planner Start date: 01/01/2026 No. HR/MO: 200 No. HR/MO during sec trading: 150 Duties: Financial Advisory and Financial Planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-12 |
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