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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-07-12 |
| TX | RA | APPROVED | 2021-07-12 |
Branch Locations
200 Crossings Blvd Suite 200, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Wellesley | MA | 08/2019 | 05/2020 |
| Newport Harbor Hotel & Marina | Newport | RI | 05/2017 | 10/2020 |
| Flat Waves Food Shack | Middletown | RI | 09/2017 | 12/2017 |
| Lavalley Building Supply, Inc. | Rutland | VT | 05/2015 | 09/2016 |
| Salve Regina University | Newport | RI | 08/2015 | 05/2019 |
| Mass Mutual Life Insurance Company | Warwick | RI | 08/2020 | Present |
| Mml Investors Services, Llc | Warwick | RI | 08/2020 | Present |
| Equitable Advisors, Llc | Wellesley | MA | 11/2019 | 06/2020 |
Name: Patrick O'Rourke Inv rel: Y Add: 200 Crossings Blvd Fl 2 Warwick RI 02886 Nature: Outside Insurance Business Position: Independent Insurance Agent Start date: 6/27/2022 No hrs/mo: 8 No hrs/mo dur trading: 8 Describe duties: Sell Life, Fixed Annuities, Disability, Long-term care, & Health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-28 |
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