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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2008-03-11 |
Branch Locations
525 Junction Road Suite 8100, North Tower, Madison, WI 53717 • United States
5916 N Green Bay Ave, Glendale, WI 53209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Madison | WI | 01/2008 | Present |
| Mml Investors Services Inc | Madison | WI | 01/2008 | Present |
(1) MAKE A DIFFERENCE- WISCONSIN INV REL: N ADD: 710 N PLANKINTON AVE MILWAUKEE, WI 53203 NATURE: VOLUNTEER TEACHING POSITION: VOLUNTEER DATE: 08/08 HR/MO: LESS THAN 1 HR/MO DURING SEC TRADING: LESS THAN 1DUTIES: TEACHING FINANCIAL LITERACY TO HIGH SCHOOL STUDENTS IN MILWAUKEE PUBLIC SCHOOLS (2) FOUNDATION FOR FINANCIAL PLANNING INV REL: Y ADD: VARIOUS LOCATIONS MILWAUKEE WI NATURE: VOLUNTEER TO PROVIDE PRO BONO FINANCIAL ADVICE THROUGH THE FOUNDATION FOR FINANCIAL PLANNING POSITION: VOLUNTEER START DATE: 1/1/16 NO HRS/MO: <1 NO HRS/MO DUR TRADING: <1 (3) NAME: CWJF CONDO, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: RENTAL INCOME POSITION: OWNER/MANAGER START DATE: 1/1/2021 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: RENTAL PROPERTY MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-08 |
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