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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-03 |
| CT | RA | APPROVED | 2024-09-27 |
| TX | RA | APPROVED | 2024-09-27 |
Branch Locations
200 W 41St Street Suite 1902, New York, NY 10036 • United States
786 Boston Post Road Suite 202, Madison, CT 06443-3036 • United States
Madison, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Threadneedle / Columbia Management Investment | Boston | MA | 03/2015 | 04/2017 |
| Mass Mutual Life Insurance Company | Madison | CT | 03/2019 | 09/2024 |
| Mml Investors Services, Llc | Madison | CT | 03/2019 | 09/2024 |
| Bny Mellon | Boston | MA | 04/2017 | 01/2019 |
| Ameriprise Financial Services Llc | New York | NY | 09/2024 | Present |
Independent Insurance Brokering; Standard Insurance Company; 12/29/2023; Fixed Annuity / MassMutual; 03/13/2019; Long Term Care, Fixed Annuity, Disability Income / Corebridge; 06/03/2024; Fixed Annuity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
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