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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-29 |
| OH | RA | APPROVED | 2017-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Green | OH | 03/2017 | Present |
| Msi Financial Services | Broadview Heights | OH | 07/2016 | 03/2017 |
| Massmutual Life Insurance Co | Green | OH | 07/2016 | Present |
1)NAME:ADVISE FINANCIAL SERVICES,INV REL:Y ADDR:1549 BOETTLER RD STE A UNIONTOWN OH 44685 NATURE:LIFE INSURANCE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, POSITION:SALES START:12/1/2017 NO HR/MO:2 NO HR/MO DUR TRADING:0. 2)NAME:ADVISEFINANCIAL SOLUTIONS, INV REL:Y ADDR:1549 BOETTLER RD STE A UNIONTOWN OH 44685 NATURE: LIFE INSURANCE, POSITION:SALES START:10-11-2011 NO HR/MO:20 NO HR/MO DUR TRADING:20. 3) NAME: ADVISE FINANCIAL, LLC INV REL: Y ADD: RESIDENTIAL NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER START DATE: 09/23/2025 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: LLC FOR TAX FILING PURPOSES, EXPENSES, AND PAYROLL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-14 |
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