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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-17 |
| TX | RA | APPROVED | 2024-01-23 |
| NJ | RA | APPROVED | 2022-05-20 |
Branch Locations
186 Wood Ave S Suite 301, Iselin, NJ 08830 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Iselin | NJ | 06/2019 | Present |
| Mml Investors Services, Llc | Isein | NJ | 10/2020 | Present |
| Somerset Diner | Somerset | NJ | 02/2018 | 06/2019 |
| Advanced Funds Network | Graveseed | NJ | 06/2017 | 02/2019 |
| Cuny Brooklyn College | Brooklyn | NY | 09/2015 | 06/2017 |
| Rutgers University | New Brunswick | NJ | 09/2017 | 05/2019 |
1) NAME: DAVID GRAZI INV REL: Y ADD: 186 WOOD AVE S, SUITE 301 ISELIN NJ 08830 NATURE: LIFE INSURANCE SALES POSITION: INDEPENDENT INSURANCE AGENT START DATE: 12/15/2022 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 10 DUTIES: LIFE INSURANCE SALES, DI, LTC, FIXED ANNUITIES & HEALTH 2) NAME: DAVID GRAZI INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: BUSINESS CONSULTING AND STRATEGIC ADVISORY FOR COMPANIES AND ENTREPRENEURS (NON-FINANCIAL) POSITION: OWNER & CONSULTANT START DATE: 12/01/2025 NO. HR/MO: 30 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: PROVIDE STRATEGIC CONSULTING ON BUSINESS OPERATIONS, PROCESS DESIGN, MARKETING STRATEGY AND ORGANIZATIONAL STRUCTURE. NO FINANCIAL, INSURANCE, INVESTMENT OR SECURITIES - RELATED ADVICE IS OFFER OR IMPLIED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-22 |
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