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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
6 Corporate Drive, Shelton, CT 06484 • United States
Monroe, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Securities Inc | Shelton | CT | 08/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Shelton | CT | 07/2016 | Present |
| Mml Investors Services, Llc | Shelton | CT | 03/2017 | Present |
(1)Name: Daniela Gerhard Inv rel: Y Add: 6 Corporate Drive Shelton, CT 06484 Nature: Outside Insurance Sales Position: Staff Employee Start date: 06/2017 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Health and Group Health Property/Casualty. (2)Name: Daniela Gerhard Inv rel: N Add: Residential Address Nature: Coaching/Teaching. Position: Coach/Instructor Start 8/15/2022 No. HR/MO: 15 No. HR/MO during sec trading: 0 Describe duties: Presentations, workshops for individuals and groups pertaining to growth mindset and coaching fundamentals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-27 |
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