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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-07-08 |
Branch Locations
621 Nw 53Rd St Suite 125, Boca Raton, FL 33487 • United States
Highland Beach, FL • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Boca Raton | FL | 12/2010 | Present |
| Mml Investors Services, Llc | Boca Raton | FL | 03/2011 | Present |
(1) NAME: ROTMAN CONSULTING GROUP,INC INV.REL: Y ADDR: 621 NW 53RD ST SUITE 125 BOCA RATON FL 33487 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: SALES/AGENT. START DATE: 2013 NO HRS /MO: 4. HRS/DURING TRADING: 4 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LTC, HEALTH, GROUP HEALTH, & GROUP LIFE. (2)NAME: ROTMAN CONSULTING GROUP, INC INV REL: Y ADDR: 621 NW 53RD ST SUITE 125 BOCA RATON FL 33487 NATURE: INSURANCE CONSULTING SERVICES ON AN HOURLY RATE BASIS POSITION: CONSULTANT START DATE: 2016 NO HRS/MO: 3 NO/HRS MO DUR TRADING: 3. (3)NAME: BEKAH JAYNE, INC. INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: MUSIC PERFORMANCE POSITION: OFFICER START DATE: 4/5/2023 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 2 DESCRIBE DUTIES: ASSISTING MY DAUGHTER REBEKAH IN HER MUSIC BUSINESS. DUTIES INCLUDE PROCURRING EVENTS, NEGOTIATING AGREEMENTS, AND PAYING EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-13 |
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