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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-03-25 |
Branch Locations
950 Broadway Street Suite 309, Tacoma, WA 98402 • 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Tacoma | WA | 11/1990 | 02/2017 |
| Metlife Securities Inc. | Tacoma | WA | 11/1990 | 02/2017 |
| Massmutual Insurance Company | Tacoma | WA | 07/2016 | Present |
| Mml Investors Services, Llc | Tacoma | WA | 03/2017 | Present |
NAME: CASEY WHALER LLC/JAMES AND SALLY CASEY LLC INV REL: Y ADD: 100 TIMBER RIDGE WAY NW ISSAQUAH WA 98027 NATURE: SIMPLE RENTAL OF TWO CONDO'S OWNED BY FAMILY LLC'S POSITION: LIMITED OWNER START DATE: 12/01/2012 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-15 |
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