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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-28 |
Branch Locations
65 Bryant Woods South, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wegmans | Depew | NY | 01/2016 | 06/2019 |
| Student | Buffalo | NY | 01/2007 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2019 | 12/2019 |
| Northwestern Mutual Investment Services Llc | West Seneca | NY | 01/2020 | 04/2024 |
| Primacy Financial | West Seneca | NY | 01/2020 | 04/2024 |
| Northwestern Mutual Wealth Management Company | West Seneca | NY | 02/2021 | 04/2024 |
| Massmutual Life Insurance Co | Amherst | NY | 05/2024 | Present |
| Mml Investors Services, Llc | Amherst | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-29 |
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