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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-12 |
Branch Locations
4675 Macarthur Court Suite 1050, Newport Beach, CA 92660 • United States
Newport Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Newport Beach | CA | 03/2021 | Present |
| Mass Mutual Life Insurance Company | Newport Beach | CA | 03/2021 | Present |
| The University Of Arizona | Tucson | AZ | 06/2016 | 05/2020 |
| Unemployed | Los Alamitos | CA | 05/2020 | 08/2020 |
| E&J Gallo Wine Company | San Diego | CA | 08/2020 | 03/2021 |
NAME: JULIA PATTERSON INV REL: Y ADD: 4675 MACARTHUR CT, SUITE 1050, NEWPORT BEACH, CA 92660 NATURE: LIFE, DI, LTC, FIXED ANNUITIES AND HEALTH INSURANCE SALES POSITION: AGENT START DATE: 3/23/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: SELLING LIFE AND HEALTH INSURANCE BASED ON CLIENT NEEDS AND DEADLINES OF BOTH INDIVUDUAL LIFE/HEALTH AND GROUP LIFE/ HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-27 |
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