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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2022-11-16 |
| VT | RA | APPROVED | 2021-01-06 |
Branch Locations
75 Leighton Road Bldg 3, Falmouth, ME 04105 • United States
254 Commercial Street Suite 245, Portland, ME 04101 • United States
Litchfield, ME • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Colchester | VT | 04/2020 | Present |
| Mml Investors Services, Llc | Falmouth | ME | 09/2020 | Present |
| Baystate Financial | Falmouth | ME | 04/2020 | Present |
| Myevv | Newport News | VA | 01/2020 | 06/2020 |
| Interchange Group | Mount Crawford | VA | 05/2019 | 01/2020 |
| Christopher Newport University | Newport News | VA | 10/2017 | 05/2019 |
| Christopher Newport University | Newport News | VA | 08/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-15 |
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