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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-10
  • TX RA
    APPROVED_RES
    Since 2020-01-10

Branch Locations

140 Kendrick Street Suite C310, Needham, MA 02494 • United States

Franklin, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Msi Financial Services, Inc Wellesley MA 01/2015 03/2017
Mml Investors Services, Llc Needham MA 03/2017 Present
Massmutual Life Insurance Company Needham MA 07/2016 Present
  • 01/2015 → 03/2017
    Msi Financial Services, Inc
    Wellesley, MA
  • 03/2017 → Present
    Needham, MA
  • 07/2016 → Present
    Massmutual Life Insurance Company
    Needham, MA
Other Businesses

(1)INDEPENDENT INSURANCE AGENT SELLING DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LTC & GROUP 1HR/WK DURING SECURITIES TRADING HOURS & 0HRS/WKND & EVENINGS SINCE 10/2010 (2)NAME: LOVELL PRIVATE WEALTH INC. INV REL: Y ADD: 140 KENDRICK STREET, BUILDING C, 3RD FLOOR EAST, NEEDHAM, MA 02494 NATURE: PRESIDENT OF INVESTMENT ADVISORY PRACTICE POSITION: PRESIDENT START DATE: 06/30/2026 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 130

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-03-29
  • S63 Uniform Securities Agent State Law Examination
    2005-03-29
Other Names
  • Kurt Lovell

View on SEC IAPD

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