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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-12 |
Branch Locations
300 Corporate Pkwy Suite 200N, Amherst, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Amherst | NY | 04/2019 | Present |
| Massmutual | Amherst | NY | 06/2018 | Present |
| Susquehanna University | Selinsgrove | PA | 10/2016 | 05/2019 |
| Susquehanna University | Selinsgrove | PA | 07/2016 | Present |
| Knoebels Groves Crystal Pool | Elysberg | PA | 06/2015 | 06/2018 |
1)Name: BNI, Inv Rel N Addr: 5500 Main Street, Williamsville NY 14221, Nature: Referral Networking Group, Position: member, Premium Chapter Vice President, Start: 4/1/2026, No Hr/Mo: 8 No Hr/Mo Dur Trading: 1 Duties: I track our weekly statistics,. PALMS summary, lead membership committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
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