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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-09 |
| NY | RA | APPROVED | 2021-06-14 |
| NJ | RA | APPROVED | 2017-03-25 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Elmsford | NY | 09/2015 | 03/2017 |
| Mml Investors Services, Llc | Elmsford | NY | 03/2017 | Present |
| Massachusetts Mutual Life Insurance Company | Elmsford | NY | 03/2017 | Present |
(1) Name: Timothy Loeffler Inv rel: Y Add: 565 Taxter Rd Suite 625 Elmsford, NY 10523 Nature: Outside Insurance Business Position: Independent Insurance Agent Start date: 02/2017 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Life, Fixed Annuities, Disability, Long-term care, Health, and Property/Casualty. (2) Name: Taxter Advisory LLC Inv rel: Y Add: 565 Taxter Rd Suite 625 Elmsford, NY 10523 Nature: Pass-through account for business expenses Position: Partner Start date: 8/1/2022 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Running revenue from insurance/investment practice to pay business expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-03 |
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