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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-16 |
| CT | RA | APPROVED | 2015-07-08 |
Branch Locations
555 Heritage Rd Ste 204, Southbury, CT 06488 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Southbury | CT | 06/2005 | Present |
| Mml Investors Services, Llc | Southbury | CT | 07/2005 | Present |
(1)Name: Jason Castaldi, Insurance Agent Inv rel: Y Add: 555 Heritage Rd. Southbury, CT 06488 Nature: Outside Insurance Sales; Life, Disability, Fixed-annuities, and Long-term care Position: Agent Start date: 11/14/2022 No. HR/MO: 4 No. HR/MO dur trading: 1 (2)Name: Wealth Building LLC Inv rel: Y Add: At Residential Address Nature: Managing Member of S-Corp Position: Managing Member Start date: 01/02/2024 No. HR/MO: 10 No. HR/MO dur trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-07 |
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