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15 W 38Th St. #704, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-20 |
Branch Locations
Port Charlotte, FL • United States
15 W 38Th St. #704, New York, NY 10018 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Syracuse | NY | 02/2014 | 07/2017 |
| Mml Investors Services, Llc | Syracuse | NY | 02/2014 | 07/2017 |
| Hazard & Siegel Inc | Syracuse | NY | 07/2017 | 12/2023 |
| Hazard & Siegel Advisory Services Llc | Dewiit | NY | 07/2017 | 12/2023 |
| Stirlingshire Investments | Nyc | NY | 12/2023 | Present |
1.Punta Gorda Insurance LLC d/b/a GreatFlorida Insurance of Punta Gorda, Inv Related: Y, Address: 208 Tamiami Trl #112, Punta Gorda, FL 33950, Nature: Insurance Agency, Position: Owner and Sales, DESCRIPTION: Insurance Sales 2.CustomDeluxe Sportfishing LLC, Inv Related: N, Address 18766 Countryman Ave Port Charlotte, FL 33948, NATURE: Fishing Charters, POSITION: Owner, DESCRIPTION: Fishing Charters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-20 |
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