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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-20 |
| NY | RA | APPROVED | 2026-04-29 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Elmsford | NY | 11/2024 | Present |
| Massmutual Life Insurance Co | Elmsford | NY | 08/2024 | Present |
| Fairfield University | Fairfield | CT | 08/2020 | 05/2024 |
| Dlc Management Corp | Elmsford | NY | 06/2023 | 09/2023 |
| Crabtree's Kittle House | Chappaqua | NY | 06/2022 | 08/2022 |
| Lacrosse Unlimited | Mount Kisco | NY | 12/2019 | 03/2020 |
| Unemployed | Pleasantville | NY | 10/2014 | 12/2019 |
| Unemployed | Pleasantville | NY | 04/2020 | 07/2020 |
(1) NAME: 2WAY LACROSSE INV REL: N ADD: 17 WINTERSET LN SIMSBURY CT 06070-1720 NATURE: SPORTS OFFICIAL POSITION: ASSISTANT LACROSSE COACH START DATE: 7/10/2023 NO HRS/MO: 3-5 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: I HELP COACH A CLUB LACROSSE TEAM OF HIGH SCHOOL JUNIORS. I ATTEND PRACTICES AND TOURNAMENTS ON THE WEEKENDS AND PARTICIPATE IN COACHING AND TRAINING THE KIDS TO ENHANCE THEIR LACROSSE SKILLS. (2) NAME: JACOB COLEMAN INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 09/19/2025 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 4 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-26 |
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