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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-05 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
45 Glastonbury Boulevard 1St Floor, Glastonbury, CT 06033 • 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 |
|---|---|---|---|---|
| Metlife Financial Services | Wethersfield | CT | 07/2000 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | Present |
| Mml Investors Services, Llc | Glastonbury | CT | 03/2017 | Present |
(1)Name: Brian Bednarz Inv rel: Y Add: 45 Glastonbury Rd Glastonbury CT 06033 Nature: NonMMLIA Insurance Brokerage Position: Sales Start date: 01/2008 No. HR/MO: 40 No. HR/MO during sec trading: 40 Describe duties: Lfe, Health, Property/casualty, & Medicare Related Products, Fixed annuities, LTC, Disability Insurance. (2)Name: JB Wealth Partners LLC Inv rel: Y Add: 31 Lt. Shubael Road Higganum CT 06441 Nature: Other Position: Member/Partner Start date: 07/01/2018 No. HR/MO: 4 No. HR/MO during sec trading: 4 Describe duties: Member/Partner of JB Wealth Partners LLC, a formed entity with our collaborative practice for the purpose of pooling resources, sharing expenses, monitoring cash flow and taxation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-03 |
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