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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-05 |
| TX | RA | APPROVED_RES | 2019-06-28 |
| VA | RA | APPROVED | 2017-03-06 |
Branch Locations
3975 Fair Ridge Drive Suite 315N, Fairfax, VA 22033 • United States
Olney, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Fairfax | VA | 02/2010 | Present |
| Mml Investors Services Inc | Fairfax | VA | 02/2010 | Present |
NAME: JIM GOLDBERG INV REL: Y ADD: 17136 OLD BALTIMORE ROAD OLNEY, MD. 20832 NATURE: LIFE, HEALTH POSITION: AGENT START DATE: 1/1/2012 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-03 |
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