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2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-06 |
Branch Locations
2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Glastonbury | CT | 02/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 09/2022 |
| Mml Investors Services, Llc | Glastonbury | CT | 03/2017 | 09/2022 |
| 2M Wealth Management Llc | Wethersfield | CT | 08/2022 | Present |
| Barnum Financial Group | Glastonbury | CT | 07/2016 | 09/2022 |
Insurance Representative; Insurance Licensed; investment related: No; Location of the business: 101 Village Dr. Apt 509 Wethersfield CT 06109 USA; Description of the business: Recommending life, disability and long term care insurance to clients where appropriate; Responsibilities Duties: Recommending life, disability and long term care insurance to clients where appropriate; Start date with business: 2016-07-25; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-23 |
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