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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-04-16 |
Branch Locations
6 Corporate Drive, Shelton, CT 06484 • United States
Brookfield, CT • 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Newtown | CT | 02/2016 | 12/2017 |
| Jpmorgan Chase Bank | Newtown | CT | 02/2016 | 12/2017 |
| Mml Investors Services, Llc | Shelton | CT | 01/2018 | Present |
| Massachusetts Mutual Life Insurance Company | Shelton | CT | 01/2018 | Present |
| Instacart | Brookfield | CT | 06/2020 | 02/2025 |
(1) Name: Steven Cohen, Inv Rel : Y Addr :@ Residential address Natur e:Outside Insurance, Position: Referral source, Start: 09/22/2021, No Hr/Mo:0 No Hr/Mo Dur Trading:0, Duties: Referred business to Barnum Benefits for health insurance. (2) NAME: Steve Cohen INV REL: N ADD: Residential Address NATURE: Music performance POSITION: Performer START DATE: 10/01/2023 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Live music performance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-11 |
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