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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
315 West Town Place Units 7 & 8, St. Augustine, FL 32092 • United States
St Johns, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual/First Financial Group | St Augustine | FL | 01/2015 | Present |
| Mml Investors Services, Llc | St Augustine | FL | 11/2016 | Present |
1. NAME: ELLIOT BARRY INV REL: Y ADD: 315 W TOWN PLACE UNIT 8 ST. AUGUSTINE FL 32092 NATURE: OUTSIDE INSURANCE SALES POSITION: AGENT START DATE: 11/7/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, & LONG-TERM CARE. 2. NAME: ELLIOT BARRY INV REL: Y ADD: 315 WEST TOWN PLACE, UNITS 8, ST. AUGUSTINE, FL 32092 NATURE: OUTSIDE INSURANCE SALES POSITION: AGENT START DATE: 07/05/2023 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: HEALTH 3. NAME: THE FORWARD FINANCIAL GROUP INV REL: Y ADD: 315 WEST TOWN PLACE, UNITS 7 & 8, ST. AUGUSTINE, FL 32092 NATURE: FINANCIAL SERVICES POSITION: FOUNDING PARTNER START DATE: 03/01/2025 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 20 DESCRIBE DUTIES: PRESENTING SOLUTIONS FOR BOTH INSURANCE AND INVESTMENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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