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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 | 2017-05-26 |
Branch Locations
125 E Jefferson St Suite 800, Syracuse, NY 13202-2566 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Syracuse | NY | 01/2015 | 03/2017 |
| Mass Mutual Life Insurance Company | Syracuse | NY | 07/2016 | Present |
| Mml Investors Services, Llc | Syracuse | NY | 03/2017 | Present |
(1)Name: Spruce Hill Farm LLC Inv rel: Y Add: 2964 Pompey Hollow Road Cazenovia NY 13035 Nature: Real Estate Position: Limited Liability Partner Start date: 07/01/2018 No. HR/MO: 20 No. HR/MO during sec trading: 0 Describe duties: My wife & I run farm as an AirB&B. (2)Name: Limestone Advisory, LLC, Inv Rel: Y Addr: 125 E Jefferson St, Ste 800 Syracuse NY 13202, Nature: LLC for payment of expenses, Position: 50% owner of LLC, Start: 7/1/2023, No Hr/Mo:1 No Hr/Mo Dur Trading:0 Duties: Management. (3)Name: Upstate Hospital Foundation , Inv Rel: Y Addr: 750 East Adams Street, Syracuse NY 13210 Nature: Hospital, Position: Board member of Investment Oversight Committee, Start: 6/1/2026, No hr/mo: 1 No hr/mo dur Trading: 0 Duties: Meet 4x per year and discuss issues germane to the foundation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-06-28 |
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