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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-05 |
Branch Locations
4675 Macarthur Court Suite 1050, Newport Beach, CA 92660 • United States
Trabuco Canyon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Partners Financial And Insurance Services/ Massmutual | Newport Beach | CA | 07/2016 | Present |
| Mml Investors Services | Newport Beach | CA | 09/2017 | Present |
NAME: KAITLYN PLOURDE INV REL: Y ADD: 4675 MACARTHUR COURT # 1050 NEWPORT BEACH CA 92660 NATURE: LIFE, DISABILITY LTC, FIXED ANNUITIES, HEALTH INSURANCE SALES POSITION: AGENT START DATE: 7/01/2021 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 DUTIES: PRESENTING, SELLING AND SERVICING INSURANCE WITH OUTSIDE CARRIERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
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