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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-10-31 |
| TX | RA | APPROVED_RES | 2018-01-11 |
Branch Locations
21710 Maxham Meadow Way Suite 1A, Woodstock, VT 05091 • United States
Killington, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securties Inc | New York | NY | 10/2013 | 03/2017 |
| Mml Investors Services, Llc | Woodstock | VT | 03/2017 | Present |
| Massmutual Life Insurance Co | Woodstock | VT | 07/2016 | Present |
(1) INDEPENDENT INSURANCE AGENT SELLING DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LTC FROM BUSINESS ADDRESS FOR 1HR/WK DURING SECURITIES TRADING & 0HRS/WKND & EVENINGS SINCE 5/2014. (2) NAME: WOODSTOCK UNION HIGH SCHOOL INV REL: N ADD: 100 AMSDEN WAY, WOODSTOCK, VT 05091 NATURE: SPORTS OFFICIAL POSITION: GIRLS VARSITY TENNIS COACH START DATE: 05/01/2025 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 1 DUTIES: OVERSEEING PRACTICE AND MATCHES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-22 |
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