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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-29 |
| VT | RA | APPROVED | 2021-04-14 |
Branch Locations
100 Bank St Suite 500, Burlington, VT 05401 • United States
Waterbury, VT • 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 |
|---|---|---|---|---|
| National Life Group | Montpelier | VT | 08/2010 | 10/2020 |
| Massmutual Life Insurance Company | Burlington | VT | 08/2020 | Present |
| Mml Investors Services | Burlington | VT | 01/2021 | Present |
1) Name: Waterbury Functional Fitness Inv rel: N Add: 53 N Main St Waterbury, VT. 05676 Nature: CrossFIt Gym Position: Co-owner Start date: 2019 No. HR/MO: 15 No. HR/MO during sec trading: 2. 2) NAME: Revolution Youth INV REL: N ADD: 95 college St., Burlington VT 05401 NATURE: Youth mental health organization POSITION: Treasurer START DATE: 03-17-2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Treasurer of the board. I provide strategic advice for finance decisions made by the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
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