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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2017-06-07 |
| CT | RA | APPROVED | 2017-03-25 |
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 |
|---|---|---|---|---|
| Metlife Securities Inc | Shelton | CT | 07/2005 | 03/2017 |
| Mml Investors Services, Llc | Elmsford | NY | 03/2017 | Present |
| Massmutual Life Insurance Co | Elmsford | NY | 07/2016 | Present |
(1) NAME: BEN SOCCODATO INV REL: Y ADD:565 TAXTER RD STE 625 ELMSFORD NY 10523 NATURE: OUTSIDE INSURANCE SALES POSITION: AGENT START DATE: 04/2009 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 DESCRIBE DUTIES: LIFE, DISABILITY, PROPERTY & CASUALTY, HEALTH, GROUP WHOLE, TERM, DI, LONG-TERM CARE, & FIXED ANNUITIES. (2) NAME: SKG VENTURES LLC INV REL: Y ADD: 565 TAXTER RD STE 625 ELMSFORD NY 10523 NATURE: OTHER-USED FOR PASS-THROUGH EXPENSES POSITION: PARTNER START DATE: 01/2019 NO. HRS/MO: 0 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0. (3) NAME: SKG TAX LLC INV REL: Y ADD: 565 TAXTER RD, STE 505, ELMSFORD, NY 10523 NATURE: CERTIFIED PUBLIC ACCOUNTING, TAX PREPARATION SERVICES POSITION: MEMBER START DATE: 10/15/2022 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: MANAGE/OVERSEE OPERATIONS. (4) NAME: TAXTER MARKETING LLC INV REL: Y ADD: 565 TAXTER RD STE 625 ELMSFORD NY 10523 NATURE: CONSULTING OTHER ADVISORS IN THE AGENCY ON MARKETING AND LEADS GENERATION ACTIVITIES POSITION: PARTNER START DATE: 8/1/2023 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DUTIES: MANAGEMENT AND CONSULTING. (5) NAME: BEECH TREE CONSULTING LLC INV REL: Y ADD: 565 TAXTER RD STE 625 ELMSFORD NY 10523 NATURE: LLC USED FOR EXPENSE MANAGEMENT PURPOSES POSITION: GENERAL MANAGER/OWNER START DATE: 1/1/2024 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: EXPENSE MANAGEMENT. (6) NAME: BEN & CHERRY LLC INV REL: Y ADD: RESIDENTIAL NATURE: OWNER OF LLC FOR SIMPLE RENTAL PROPERTY POSITION: OWNER START DATE: 09/01/2026 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: PASSIVELY RENTING OUT VIA RENTAL SERVICES/APPS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-21 |
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