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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| CT | RA | APPROVED | 2026-01-20 |
Branch Locations
65 Lasalle Road Suite 200 & 316, West Hartford, CT 06107 • United States
New Haven, CT • United States
South Boston, MA • United States
1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam, Llc | Singer Island | FL | 07/2016 | 01/2026 |
| Purshe Kaplan Sterling Investments | Boston | MA | 08/2016 | 01/2025 |
| Madison Avenue Securities, Llc | Boston | MA | 01/2025 | 01/2026 |
| Mml Investors Services, Llc | Boston | MA | 01/2026 | Present |
| Massmutual Life Insurance Co | Boston | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-19 |
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