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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-15 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
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. | Trumbull | CT | 08/1989 | 03/2017 |
| Mml Investors Services, Llc | Shelton | CT | 03/2017 | Present |
| Massmutual Life Insurance Co | Shelton | CT | 07/2016 | Present |
(1) Name: Daniel Ortoli Inv rel: N Add: Residential Address Nature: General (Notary Public Services) Position: Notary Start date: 2/09/2021 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Notarize non-client related paperwork. (2) Independent Insurance Agent- From business address Dental and Group Disability Income Disability, Fixed Annuities, Long-Term Care, Life/Accident/Health, Medicare Related Products, Property and Casualty - 5 security hours and 5 non security hours - since 07/2016.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2001-04-23 |
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