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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-17 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
120 White Plains Road Suite 601, Tarrytown, NY 10591 • United States
Scarsdale, NY • United States
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Tarrytown | NY | 06/2013 | Present |
| Mml Investors Services | Tarrytown | NY | 08/2013 | Present |
(1)NAME: TRUSTEE FOR FAMILY MEMBER'S TRUST INV REL: Y ADD: RESIDENTIAL ADD NATURE: TRUSTEE POSITION: CO-TRUSTEE START DATE: 1/2/19 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 (2)NAME: SUSAN DAVIS, INV REL: Y ADDR:@ RESIDENTIAL ADDRESS ON FILE, NATURE: OUTSIDE INSURANCE POSITION:AGENT START: 8/15/2024, NO HR/MO: 1 NO HR/MO DUR TRADING:0 DUTIES: LONG-TERM CARE, FIXED ANNUITIES, HEALTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-06 |
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