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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-09 |
| CA | RA | APPROVED | 2021-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Napa | CA | 08/2019 | 06/2021 |
| Calvary Christian Church | St. Helena | CA | 11/2008 | 07/2019 |
| Bank Of America, N.A | Napa | CA | 08/2019 | 06/2021 |
| Massmutual Life Insurance Company | Napa | CA | 06/2021 | Present |
| Mml Investors Services Llc | Napa | CA | 06/2021 | Present |
(1) NAME: PROJECT HOPE INTERNATIONAL INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: NON-PROFIT ORGANIZATION POSITION: HUMANITARIAN SERVICE ORGANIZATION START: 6/1/2013 NO HRS/MO: 1 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: ORGANIZE AND LEAD OCCASIONAL HUMANITARIAN SERVICE TRIPS. (2) NAME: JUSTIN MEYER INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: OTHER- WEDDING OFFICIANT POSITION: OFFICIANT START: 12/1/2018 NO HRS/MO: 2 NO HRS/MO DUR SEC TRADING: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-04 |
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