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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-10 |
Branch Locations
140 Kendrick Street Suite C310, Needham, MA 02494 • United States
Franklin, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-03-29 |
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