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75 State Street Suite 100, Pmb 4410, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-09-23 |
Branch Locations
75 State Street Suite 100, Pmb 4410, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins. Co | Springfield | MA | 04/1994 | Present |
| Mml Investors Services, Inc. | Springfield | MA | 11/1995 | Present |
| New England Retirement Consultants | Northampton | MA | 02/2014 | Present |
| Self Employed | Northampton | MA | 01/2009 | Present |
Ridge Retirement Consultants, LLC is a financial advisory firm headquartered in New York, NY 108 West 39th Street, Suite 305, New York, NY 10018 Retirement Plan advisory and consulting. I am a contractor. I conduct RFP's for the firm on a part time basis, beginning in 2022. I work approximately 5-10 hours/month in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-29 |
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