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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-24 |
Branch Locations
65 Lasalle Road Suite 200 & 316, West Hartford, CT 06107 • United States
Riverside, CT • 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 |
|---|---|---|---|---|
| The Cap Media Group | Riverside | CT | 06/2013 | 12/2018 |
| Miroma Outcomes | New York | NY | 01/2019 | 12/2019 |
| Simulmedia | New York | NY | 01/2020 | 06/2020 |
| The Cap Media Group | Riverside | CT | 07/2020 | 10/2020 |
| Northwestern Mutual Life Insurance Company | Westport | CT | 01/2021 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Westport | CT | 10/2020 | 05/2025 |
| Northwestern Mutual Wealth Management Company | Westport | CT | 08/2022 | 05/2025 |
| Massmutual Life Insurance Co | West Hartford | CT | 04/2025 | Present |
| Mml Investors Services, Llc | West Hartford | CT | 05/2025 | Present |
NAME: COASTAL INSURANCE CONSULTING, LLC INV REL: Y ADD: 65 LASALLE ROAD, SUITE 200, WEST HARTFORD, CT 06107 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 04/09/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, DISABILITY, EQUITY FIXED LIFE, LONG-TERM CARE, AND FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-11 |
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