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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-12-01 |
Branch Locations
5455 Rings Road Suite 125, Dublin, OH 43017 • United States
Grove City, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Dublin | OH | 04/2020 | Present |
| Mml Investors Services | Dublin | OH | 05/2020 | Present |
| Bowling Green State University | Bowling Green | OH | 01/2017 | 12/2017 |
| Bowling Green State University | Bowling Green | OH | 08/2016 | 05/2020 |
1) NAME: WILLIAM SERGIO INV REL: Y ADD: 5455 RINGS RD, STE 125, DUBLIN, OH 43017 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 01/21/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: INDIVIDUAL LIFE, DI, LTC, HEALTH & FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-09 |
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