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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-14 |
| CT | RA | APPROVED | 2023-02-23 |
Branch Locations
6 Corporate Drive, Shelton, CT 06484 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Shelton | CT | 08/2021 | 09/2022 |
| Massmutual Life Insurance Co | Charlotte | NC | 09/2022 | Present |
| New Fairfield High School | New Fairfield | CT | 09/2012 | 06/2017 |
| Gnc | Danbury | CT | 06/2017 | 08/2019 |
| Western New England University | Springfield | MA | 06/2017 | 05/2021 |
| Unemployed | New Fairfield | CT | 05/2021 | 08/2021 |
| Massmutual Life Insurance Co | Shelton | CT | 08/2021 | 09/2022 |
| Mml Investors Services, Llc | Charlotte | NC | 09/2022 | Present |
NAME: Holistic Planning Support INV REL: Y ADD: Newtown CT NATURE: Data entry services POSITION: Lead planning analyst START DATE: 05/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: Providing data entry services into planning software for financial planners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
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