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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-03 |
| NY | RA | APPROVED | 2025-02-02 |
Branch Locations
400 Meridian Centre Suite 101, Rochester, NY 14618 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Brooklyn | OH | 07/2012 | 11/2024 |
| Massmutual Life Insurance Co. | Rochester | NY | 12/2024 | Present |
| Mml Investors Services Llc | Rochester | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-09 |
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