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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Shelton | CT | 04/2025 | Present |
| Massmutual Life Insurance Company | Shelton | CT | 03/2025 | Present |
| Boston College | Chestnut Hill | MA | 09/2019 | 05/2023 |
| Pontera | New York | NY | 04/2024 | 04/2025 |
| Hayden Sports | Durham | NH | 09/2023 | 04/2024 |
| Boston College Football | Newton | MA | 09/2019 | 05/2023 |
| Unemployed | Fairfield | CT | 01/2006 | 08/2019 |
| Unemployed | Southport | CT | 05/2023 | 09/2023 |
NAME: JONATHAN WHEELER INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 11/10/2025 NO. HR/MO: 8 NO. HR/MO DURING SEC TRADING: 8 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, DI, LTC, FIXED ANNUITIES & HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-30 |
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