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71 Turkey Roost Road, Monroe, CT 06468 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-02-01 |
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Melville | NY | 08/2015 | 01/2023 |
| Mml Investors Services, Llc | Melville | NY | 09/2015 | 01/2023 |
| Dunbar Associates, Llc | Monroe | CT | 01/2023 | Present |
| Quint Capital Corporation | New York | NY | 10/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2023 | 10/2024 |
1). Dunbar Associates LLC, 71 Turkey Roost Rd., Monroe CT 06468; Investment Related. Registered Investment Advisor - Start Date: 02/2025, Approx. 40 Hrs./Month and 8 Hrs. during market hours. Interacting with clients and managing the accounts; investment advisory fees earned. 2). Life Brokerage, 2 Central Avenue, Suite 1, Hammonton, NJ 08037. Investment related. Insurance Brokers - Start Date: 04/2024, Approx. 20 Hrs/Month, and 0 Hrs during market hours. Broker and write non-securities insurance products; commissions earned, 3). Risk & Insurance, 6 Corporate Drive, Suite 503, Shelton, CT 06484. Investment related. Insurance brokers - Start Date: 04/2024, Approx. 20 Hrs/Month and 0 Hrs. during market hours. Broker and write non-securities insurance products; commissions earned.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-23 |
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