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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-23 |
| TX | RA | APPROVED_RES | 2019-02-22 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
601 Heritage Drive Suite 202, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Warwick | RI | 03/2012 | 03/2017 |
| Massmutual Life Insurance Co | Jupiter | FL | 07/2016 | Present |
| Mml Investors Services, Llc | Jupiter | FL | 03/2017 | Present |
1)Name: Real Estate Radio Inv rel: N Add: Residential Address Nature: Broadcasting Position: Co-Host of Show Start date: 11/2011 No. HR/MO: 4 No. HR/MO during sec trading: 0 Describe duties: Broadcast show 4 times a month to discuss ream building and networking. 2)Name: Patrick Kenny Inv rel: Y Add: Residential Address Nature: Individual Life/Health, Group Life/Health Independent Insurance Agent Position: Independent Insurance Agent Start date: 12/2012 No. HR/MO:1 No. HR/MO during sec trading: 0 Describe duties: Life Accident Health, Medicare related Products. 3)Name: Piquay LLC Inv rel: Y Add: Residential Address Nature: LLC Position: Authorized Person/Owner Start date: 5/1/2023 No. HR/MO: 2 No. HR/MO during sec trading: 0 Describe duties: Administer the books and pay staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-21 |
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