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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-07 |
| 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 Securities Inc. | Wethersfield | CT | 08/2011 | 03/2017 |
| Mml Investors Services, Llc | Glastonbury | CT | 03/2017 | Present |
| Massmutual Life Insurance Co | Glastonbury | CT | 07/2016 | Present |
1)Name: JB Wealth Partners, LLC Inv rel: Y Add: 219 Cherry Hill Drive Newington, CT 06111 Nature: Other Position: Partner Member Start date: 01/2018 No. HR/MO: 4 No. HR/MO during sec trading: 2 Describe duties: Partner/Member of JB Wealth Partners, LLC a newly formed entity with our collaborative practice for the purpose of pooling resources, sharing expenses, monitoring cash flow, and taxation. The revenue will be originated as a result of employment by Barnum Financial Group and MassMutual as well as through compensation as an independent insurance agent for the sale of outside non-variable insurance products. 2) NAME: BRIAN T. PAQUETTE INV REL: Y ADD: 45 GLASTONBURY BLVD,1ST FLR, GLASTONBURY, CT 06033 NATURE: INSURANCE SALES - LIFE INSURANCE, DISABILITY, P & C, LTC, FIXED ANNUITIES, AND HEALTH POSITION: INDEPENDENT INSURANCE AGENT START DATE: 02/20/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: SALES AND SERVICE OF OUTSIDE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-30 |
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