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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| CA | RA | APPROVED | 2018-09-11 |
Branch Locations
1676 N California Blvd Ste 430, Walnut Creek, CA 94596 • United States
6701 Koll Center Parkway Ste 140, Pleasanton, CA 94566 • United States
555 Twin Dolphin Dr Ste 320, Redwood City, CA 94065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Redwood City | CA | 03/2014 | 07/2018 |
| Massmutual Life Insurance Company | Walnut Creek | CA | 07/2018 | Present |
| Mml Investors Services, Llc | Walnut Creek | CA | 08/2018 | Present |
| Pettinelli Financial Partners | Redwood City | CA | 08/2011 | 07/2018 |
Name: Pure Joy Wealth & Legacy Planning LLC Inv rel: Y Add: 555 Twin Dolphin Dr, Suite 320, Redwood City, CA 94065 Nature/Duties: Owner of LLC for pass through compensation Position: Owner Start date: 07/01/2026 No. HR/MO: 80 No. HR/MO during sec trading: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-10 |
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