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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-22 |
| NY | RA | APPROVED | 2025-06-10 |
Branch Locations
155 East 44Th St 12Th Floor, New York, NY 10017 • United States
Harrington Park, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 08/2013 | 05/2025 |
| Mml Investors Services, Llc | New York | NY | 06/2025 | Present |
| Massmutual Life Insurance Co | New York | NY | 06/2025 | Present |
NAME: JULIA TOMEI-SCHAEFER INV REL: Y ADD:10 GRAND CENTRAL 155 EAST 44TH ST, 12TH FL, NEW YORK, NY 10017 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 01/01/2026 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 10 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES & HEALTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
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