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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
6 Corporate Drive, Shelton, CT 06484 • United States
Newtown, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Shelton | CT | 07/2005 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Shelton | CT | 07/2016 | Present |
| Mml Investors Services, Llc | Shelton | CT | 03/2017 | Present |
(1) NAME: JEREMY HUS INV REL: Y ADDR: 6 CORPORATE DR SHELTON CT 06484 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, & GROUP HEALTH POSITION: AGENT START: 10/2017 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. (2) NAME: HOLISTIC PLANNING SUPPORT INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: DATA ENTRY SERVICES POSITION: CEO, OWNER START DATE: 03/15/2025 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DUTIES: PROVIDING DATA ENTRY SERVICES INTO PLANNING SOFTWARE FOR FINANCIAL PLANNERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-22 |
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