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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-07 |
Branch Locations
1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2015 | 09/2018 |
| Mcadam, Llc | Boston | MA | 06/2015 | 09/2018 |
| Mass Mutual Life Insurance Company | Boston | MA | 07/2018 | Present |
| Mml Investors Services, Llc | Boston | MA | 09/2018 | Present |
(1)Name: Peter William England Inv rel: Y Add: 1 Marina Park Drive, Ste 1600, Boston MA 02210-1832 Nature: Outside Insurance; Property and Casualty, Dental, Vision, and Health Position: Insurance Agent Start date: 08/02/2021 No. HR/MO: 2 No. HR/MO dur trading: 0 Describe duties: Referrals, for Auto, Home, Umbrella Liability, medical, Dental, and Vision Insurance. (2)Name: Will England Wealth Management Corp Inv rel: Y Add: 1 Marina Park Drive, FL 16, Boston MA 02210-1832 Nature: Legal entity for tax efficiency Position: Director, President, Treasurer, and Secretary Start date: 01/10/2024 No. HR/MO: 0 No. HR/MO dur trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-19 |
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