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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-03 |
| IL | RA | APPROVED | 2023-02-16 |
Branch Locations
30 S Wacker Drive Suite 2700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Chicago | IL | 07/2017 | Present |
| Mml Investors Services, Llc | Chicago | IL | 08/2019 | Present |
| Home Depot Volo #1944 | Ingleside | IL | 01/2002 | 09/2017 |
| Legalshield | Fox Lake | IL | 07/2011 | Present |
(1) NAME: LEGALSHIELD INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: LEGAL SERVICES PLANS POSITION: INDEPENDENT ASSOCIATE START: 7/1/2011 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0. (2) NAME: MATT MABBITT - THE COLLEGE FUNDING COACH ADVISOR INV REL: Y ADD: 8444 WESTPARK AVE. SUITE 900 MCLEAN, VA 22102 NATURE: COLLEGE FUNDING AND PLANNING SEMINARS, WEBINARS AND STRATEGIES TO HELP PARENTS EFFCIENTLY AFFORD COLLEGE POSITION: COLLEGE FUNDING COACH ADVISOR START DATE: 11/01/2025 NO. HR/MO: 15 NO. HR/MO DURING SEC TRADING: 1 DUTIES: CALLING SCHOOLS TO SET UP FREE WEBINARS TO CONDUCT PRESENTATIONS THAT WILL HELP OFFER MORE STRATEGIES TO HELP THEM PLAN FOR AND SAVE FOR BOTH COLLEGE, THEN OFFER RETIREMENT PLANNING STRATEGIES WITH WHAT WE OFFER HERE AT MM & MMLIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-24 |
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