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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-21 |
| WA | RA | APPROVED | 2024-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Washington University | Bellingham | WA | 08/2016 | 06/2017 |
| Bellingham Sportsplex | Bellingham | WA | 06/2017 | 08/2017 |
| Western Washington University | Bellingham | WA | 08/2017 | 07/2018 |
| Mutual Of Omaha Investor Services | Lynnwood | WA | 07/2018 | 03/2024 |
| Mutual Of Omaha Insurance Company | Lynnwood | WA | 07/2018 | 03/2024 |
| Mml Investors Services, Llc | Enumclaw | WA | 03/2024 | Present |
| Massmutual Life Insurance Company | Enumclaw | WA | 03/2024 | Present |
NAME: AMERICAN HERITAGE LIFE CORPORATION INV REL: Y ADD: 1219 COLE ST, ENUMCLAW, WA 98022 NATURE: OUTSIDE INSURANCE POSITION: OWNER START DATE: 01/01/2022 NO. HR/MO: 15 NO. HR/MO DURING SEC TRADING: 8 DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH & GROUP HEALTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-23 |
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