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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-25 |
Branch Locations
1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • United States
Franklin, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kande Camp Corporation | Sharon | MA | 06/1999 | 09/2019 |
| Unemployed | Franklin | MA | 09/2019 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Boston | MA | 12/2019 | 04/2022 |
| Northwestern Mutual Investment Services Llc | Boston | MA | 11/2019 | 04/2022 |
| Northwestern Mutual Wealth Management Company | Boston | MA | 12/2020 | 04/2022 |
| Mml Investors Services, Llc | Boston | MA | 04/2022 | Present |
| Mass Mutual Life Insurance Company | Boston | MA | 03/2022 | Present |
Name: Bay State Financial Inv rel: Y Add: One Marina Park Drive, 16th Floor, Boston, MA 02210 Nature: Outside Insurance; Life, Disability, Long-term care, and Fixed Annuities Position: Wealth Manager Start date: 05/01/2022 No. HR/MO: 200 No. HR/MO dur trading: 40
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-02 |
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