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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2019-03-29 |
| CT | RA | APPROVED | 2015-07-15 |
Branch Locations
2321 Whitney Ave Ste 402, Hamden, CT 06518 • United States
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Hamden | CT | 06/2015 | Present |
| Mml Investors Services, Llc | Hamden | CT | 06/2015 | Present |
| Yacht Dream Vacations Llc | Delray Beach | FL | 11/2014 | 02/2019 |
(1) RJ KUBICK AND ASSOCIATES, LLC. 2321 WHITNEY AVE, SUITE 402, HAMDEN CT 06518. 100% OWNER. FOR SALE OF NON-NORTHWESTERN MUTUAL PORTFOLIO INSURANCE PRODUCTS AND SALES COACHING. 10-15 HOURS PER MONTH. INVESTMENT RELATED. (2) OWNS 100% OF CT FINANCIAL LOCATED AT 2321 WHITNEY AVE, STE 402, HAMDEN, CT 06518-3510. THIS IS INVESTMENT RELATED ACTIVITY, SELLING INSURANCE AND SECURITIES. THIS IS A FULL TIME ACTIVITY. (3) SALES COACH FOR P&C OFFICE IN CT. SALES TRAINING ON WAYS TO DEVELOP A CLIENT BASE. INVESTMENT RELATED, 1 HOUR PER MONTH, START DATE 5/27/09. (4) NAME: KUBICK EIA SERVICE INV REL: Y ADDR: 2321 WHITNEY AVE, SUITE 402B, HAMDEN, CT 06518 NATURE: NON-MMLIA: FIXED ANNUITIES POSITION: OWNER START: 1/20/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. (5) NAME: R SQUARED MANAGEMENT LLC INV REL: Y ADDR: 10524 SW 60TH AVENUE, PINECREST, FL 33156 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: MANAGING PARTNER START DATE: 07/07/2025 NO HRS/MO: 0 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: NONE, SHELL LLC CREATED FOR TAX PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-17 |
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