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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| UT | RA | APPROVED | 2026-01-13 |
Branch Locations
750 Kearns Blvd Suite 240, Park City, UT 84060 • United States
1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Boston | MA | 05/2023 | Present |
| Massmutual Life Insurance Company | Boston | MA | 05/2023 | Present |
| Full Time School. Elon University | Elon | NC | 05/2015 | 05/2019 |
| Oracle | Burlington | MA | 08/2019 | 12/2021 |
| Deer Valley | Park City | UT | 01/2022 | 09/2022 |
| Hearth And Hill | Park City | UT | 09/2022 | 08/2023 |
| Mml Investors Services, Llc | Boston | MA | 06/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-31 |
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