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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-01-14
  • NH RA
    APPROVED
    Since 2026-01-14

Branch Locations

Hampstead, NH • United States

43 Constitution Drive Suite 201, Bedford, NH 03110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Boston MA 11/2025 Present
Massmutual Life Insurance Company Boston MA 10/2025 Present
Liguori Accounting Exeter NH 01/2022 10/2025
Archdiocese Of Boston Boston MA 08/2020 06/2022
Diocese Of Manchester Manchester NH 05/2017 04/2020
Granite Group Benefits Manchester NH 10/2015 06/2017
United States Postal Services Salem NH 05/2020 11/2021
  • 11/2025 → Present
    Boston, MA
  • 10/2025 → Present
    Massmutual Life Insurance Company
    Boston, MA
  • 01/2022 → 10/2025
    Liguori Accounting
    Exeter, NH
  • 08/2020 → 06/2022
    Archdiocese Of Boston
    Boston, MA
  • 05/2017 → 04/2020
    Diocese Of Manchester
    Manchester, NH
  • 10/2015 → 06/2017
    Granite Group Benefits
    Manchester, NH
  • 05/2020 → 11/2021
    United States Postal Services
    Salem, NH
Other Businesses

(1) NAME: Liguori Simard Properties, LLC, INV REL: Y, ADD: 30 Folsom Drive, Newmarket, NH 03857, NATURE: Commercial Rental Space, POSITION: Owner, START DATE: 02/01/2024, NO. HR/MO: 2, NO. HR/MO DURING SEC TRADING: 0, DUTIES: Tenant Communications, maintenance and association books (2) NAME: Exeter Area Chamber of Commerce, INV REL: N, ADD: 120 Water Street, Exeter, NH 03833, NATURE: Non-profit, POSITION: Treasurer, START DATE: 07/01/2024, NO. HR/MO: 4, NO. HR/MO DURING SEC TRADING: 0.5, DUTIES: Assess Financials, Educate staff on financial decisions, Attend monthly board meetings and standby signatory on financial accounts (3) NAME: Simard Wealth Strategies LLC, INV REL: Y, ADD: 43 Constitution Drive, Suite 201, Bedford, NH 03110, NATURE/DUTIES: Owner of LLC for Pass Through Compensation, POSITION: Owner, START DATE: 03/11/2026, NO. HR/MO: 1, NO. HR/MO DURING SEC TRADING: 1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-08
  • S66 Uniform Combined State Law Examination
    2026-01-08
Other Names
  • Daniel Simard

View on SEC IAPD

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