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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-30 |
Branch Locations
1295 State Street, Springfield, MA 01111 • United States
Chandler,, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 07/2015 | 03/2023 |
| The Bliss Family Trust | Sun Lakes | AZ | 01/2017 | Present |
| Rental Property | Holualoa | HI | 09/2015 | 07/2021 |
| Massmutual | Springfield | MA | 03/2023 | Present |
| Mml Investors Services, Llc | Chandler, | AZ | 03/2023 | Present |
NAME: THE BLISS FAMILY TRUST INV REL: Y ADD: 9636 E MOSSY ROCK DR, SUN LAKES, AZ 85248 NATURE: CO-TRUSTEE ON MY PARENTS' TRUST POSITION: TRUSTEE START DATE: 01/2017 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: CO-TRUSTEE ALONG WITH MY FATHER GEORGE W. BLISS AND MY MOTHER SUSAN R. BLISS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-25 |
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