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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-31 |
Branch Locations
301 Edgewater Place Suite 200, Wakefield, MA 01880 • United States
Burlington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Woburn | MA | 11/2011 | 03/2019 |
| Mass Mutual Life Insurance Company | Wakefield | MA | 02/2019 | Present |
| Mml Investors Services | Wakefield | MA | 02/2019 | Present |
NAME: ITRUST ADVISORS LLC INV REL: Y ADD: 301 EDGEWATER PLACE, SUITE 200, WAKEFIELD, MA 01880 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 10/25/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, AND FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-21 |
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