Keith Nelson Congdon

Current Employers

Employment History

• 12/2014 → 03/2017
  Metlife Securities, Inc
  New York, NY
• 07/2016 → Present
  Mass Mutual Life Insurance Company
  Boston, MA
• 03/2017 → Present
  Mml Investors Services, Llc
  Boston, MA

Previous Registrations

• 2016-03-22 → 2018-02-01
  Mariner
  Kensington, NH
  Overland Park,, KS
• 2015-02-17 → 2017-03-25
  Msi Financial Services, Inc.
  Kensington, NH
  Boston, MA
  Southborough, MA

Other Businesses

(1) Name: Keith Congdon Inv rel: Y Add: 149 Water Street Exeter NH 03833 Nature: Outside Insurance; Long-Term Care, individual and group life, individual and group health. Position: Sales Start date: 01/01/2005 No. HR/MO: 1 No. HR/MO during sec trading: 1 (2) Name: Ambrosi Donahue Congdon & Co., P.C. Inv rel: Y Add: 1 Harris Street Newburyport MA 01950 Nature: CPA/Tax Preparation Position: Employee Start date: 06/01/1996 No. HR/MO: 40 No. HR/MO during sec trading: 40 Describe duties: Full-Service CPA Firm providing Assurance Services, Accounting, Bookkeeping, Tax Compliance and Planning Services (3) Name: Commercial Rental Inv rel: Y Add: 1 Harris Street Newburyport MA 01950 Nature: Simple Rental Property-Commercial Rental Property Position: Owner Start date: 09/30/2006 No. HR/MO: 2 No. HR/MO during sec trading: 2 Describe duties: Landlord. (4) Name: KLE Seacoast LLC Inv rel: Y Add: At Residential Address Nature: LLC which hold stock of Ontos Equipment Systems, Inc Position: Manager Start date: 01/01/2017 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Holds investments only

Exams

• S66 Uniform Combined State Law Examination
  2015-01-22