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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2023-12-13 |
| NY | RA | APPROVED | 2021-06-14 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
240 N Washington Blvd Suite 319, Sarasota, FL 34236 • United States
Yonkers , NY • United States
Boynton Beach , FL • United States
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc | New York | NY | 06/2014 | 03/2017 |
| Mml Investors Services, Llc | Elmsford | NY | 03/2017 | Present |
| Mass Mutual Life Insurance Company | Elmsford | NY | 07/2016 | Present |
(1) NAME: THE BRADLEY GREENWALD TRUST, INV REL: Y ADDR: AT RESIDENTIAL ADDRESS, NATURE: TRUST POSITION: TRUSTEE START:7/9/2019 NO HR/MO:1 NO HR/MO DUR TRADING:0. (2) NAME: LM STARTUP LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS, NATURE: LM STARTUP LLC POSITION: OWNER START:10/2013 NO HR/MO:1 NO HR/MO DUR TRADING:1. (3) NAME: JARED LEVY, INV REL: Y ADDR: AT RESIDENTIAL ADDRESS, NATURE: FEE BASED INSURANCE AUDITS POSITION: OWNER START:11/1/2017 NO HR/MO:1 NO HR/MO DUR TRADING:1. (4) NAME: JARED LEVY INV REL: Y ADDR: AT RESIDENTIAL ADDRESS, NATURE: RENTAL PROPERTY POSITION: RENTER START:6/2001 NO HR/MO:1 NO HR/MO DUR TRADING:0. (5) NAME: JARED LEVY INV REL: Y ADDR: 565 TAXTER ROAD SUITE 625 ELMSFORD NY 10523 NATURE: LIFE SETTLEMENTS/VIATICALS, POSITION: SALES START:2/2016 NO HR/MO:1 NO HR/MO DUR TRADING: 1. (6) NAME: 5JL CORP INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE BUSINESS POSITION: OWNERSHIP START DATE: 5/6/2020 NO. HR/MO: 0 NO. HR/MO DURING TRADING: 0 DESCRIBE DUTIES: LIFE & HEALTH. (7) NAME: JARED LEVY INV REL: Y ADDR: 565 TAXTER ROAD, STE 625, ELMSFORD NY 10523, NATURE: OUTSIDE INSURANCE, POSITION: INDEPENDENT INSURANCE AGENT, START:1/1/22, NO HR/MO:2 NO HR/MO DUR TRADING:2, DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES AND HEALTH. (8) NAME: BRIX FAMILY OFFICE INC. INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: S-CORP POSITION: OWNER START DATE: 6/20/2026 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: PAY ADMINISTRATIVE SUPPORT STAFF AND MANAGE ASSOCIATE EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-31 |
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