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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
125 E Jefferson St Suite 800, Syracuse, NY 13202-2566 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Syracuse | NY | 05/2016 | Present |
| Mml Investors Services, Llc | Syracuse | NY | 06/2016 | Present |
1)NAME:STEVEN GRZELKA, INV REL:Y ADDR:VARIES SYRACUSE NY 13202 NATURE:SPORTS OFFICIAL, POSITION:FOOTBALL & LACROSSE OFFICIAL START:08/2009 NO HR/MO:10 NO HR/MO DUR TRADING:4. 2)NAME: CNY CENTER FOR WEALTH MANAGEMENT, FINANCIAL PLANNING AND TAX STRATEGIES, INV REL: Y ADDR: 16 ORANGEWOOD DRIVE, LIVERPOOL, NY 13090, NATURE: TAX PLANNING, PREPARATION BUSINESS & BOOKKEEPING, POSITION: VICE PRESIDENT, START: 2/1/2014, NO HR/MO:40 NO HR/MO DUR TRADING: 2-3, DUTIES: GENERAL ACCOUNTING & TAX PREPARATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-18 |
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