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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-25 |
| NJ | RA | APPROVED | 2016-08-10 |
Branch Locations
Mountain Lakes, NJ • United States
11350 Mccormick Road Executive Plaza Iv, Suite 200, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Mountain Lakes | NJ | 05/2016 | Present |
| Mml Investors Services | Mountain Lakes | NJ | 06/2016 | Present |
1.) NAME: STATERA ADVISORS, LLC INV REL: Y ADDR:11350 MCCORMICK RD EP IV SUITE 200 HUNT VALLEY MD 21031 NATURE: LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, LIFE, DI, LTC & FIXED ANNUITY POSITION: SALES/AGENT/OWNER START:2/1/2019 NO HR/MO:5 NO HR/MO DUR TRADING:5. 2.) NAME: 126 SOUTH MAIN, LLC INV REL: Y ADDR: 126 SOUTH MAIN, DAVIDSON, NC 28036 NATURE: REALTOR/REAL ESTATE, OWNER OF COMMERCIAL PROPERTY POSITION: CO-OWNER START DATE: 1/1/2021 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: TAX FILING AND BILL PAYMENTS 3.) NAME: STEPHEN VECCHIONE/ 9 VAIL ROAD #27, LLC INV REL: Y ADDR: VALE, CO NATURE: RENTAL INCOME POSITION: OWNER/OWNER OF LLC START DATE: 4/1/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: MANAGE RENTAL PROPERTY AND COLLECT RENTAL INCOME 4.) NAME: STATERA RETIREMENT, LLC INV REL: Y ADDR: 11350 MCCORMICK ROAD, EP IV, SUITE 200, HUNT VALLEY, MD 21031 NATURE: LLC FOR FINANCIAL PLANNING SOFTWARE POSITION: CO OWNER START DATE: 9/1/2026 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 2 DUTIES: FINANCIAL PLANNING SOFTWARE FOR ADVISORS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-16 |
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