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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-05 |
| OH | RA | APPROVED | 2008-08-28 |
Branch Locations
3705 Medina Road Suite B, Medina, OH 44256-6616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Medina | OH | 07/2008 | Present |
| Mml Investors Services, Llc | Medina | OH | 07/2008 | Present |
(1)NAME: ONEDIGITAL INV REL: Y ADDR: 1133 MEDINA ROAD, MEDINA OH 44256, NATURE: OUTSIDE INSURANCE POSITION:SALES, START:1/1/2009, NO HR/MO:5 NO HR/MO DUR TRADING:5 DESCRIBE DUTIES: LIFE, DISABILITY, AND HEALTH / GROUP AND INDIVIDUAL (2) NAME: DAVID BERKLEY INSURANCE GROUP INV REL: Y ADDR: 3705 MEDINA RD STE B, MEDINA, OH 44256 NATURE: OUTSIDE INSURNACE POSITION: AGENT START: 10/15/2021 NO HR/MO: 20 NO HR/MO DUR TRADING: 10 DESCRIBE DUTIES: LIFE, EQUITY FIXED LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, HEALTH (3) NAME: TC FARM HOLDINGS, LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REAL ESTATE POSITION: OWNER START: 02/01/2025 NO HR/MO: 4 NO HR/MO DUR TRADING: 0 DESCRIBE DUTIES: LEASING OUT THE LAND TO A FARMER FOR CROP PRODUCTION. OVERSEE PROPERTY MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-04 |
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