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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-13 |
Branch Locations
327 Cornelia St Suite 103, Plattsburgh, NY 12801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Latham | NY | 09/2011 | 03/2017 |
| Mml Investors Services, Llc | Plattsburgh | NY | 03/2017 | 05/2024 |
| Massmutual Life Insurance Co | Plattsburgh | NY | 07/2016 | 05/2024 |
| Osaic | Plattsburgh | NY | 05/2024 | Present |
1. Name: Loren Sullivan Inv rel: Y Addr: 327 Cornelia St, Suite 103, Plattsburgh, NY 12901 Nature: Outside insurance - life, disability, long-term care, fixed annuities, health Position: Registered Rep Start: 04/08/2022 No hrs/mo: 1 No hrs/mo dur trading: 1 Duties: To offer and sell outside insurance products. 2. FUTURITY FIRST INSURANCE GROUP POSITION: Financial Advisor NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/10/2024 ADDRESS: 327 Cornelia St, Suite 103, Plattsburgh NY 12901, United States DESCRIPTION: Market and sell life insurance to clients that have a need for such products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-26 |
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