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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-28 |
| NY | RA | APPROVED | 2024-03-20 |
Branch Locations
263 Main St 3Rd Floor, Huntington, NY 11743 • United States
West Islip, NY • 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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 01/2016 | 03/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2016 | 03/2017 |
| National Life | Hauppauge | NY | 03/2017 | 03/2024 |
| Equity Services, Inc. | Montpelier | VT | 03/2017 | 03/2024 |
| Mml Investors Services, Llc | Huntington | NY | 03/2024 | Present |
| Massmutual Life Insurance Co | Huntington | NY | 03/2024 | Present |
(1) NAME: JUSTIN MANFREDO INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: BROKER START DATE: 4/1/2017 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, & HEALTH. (2) NAME: LIFE LEGACY CONCEPTS INC. INV REL: Y ADD: 263 MAIN ST, 3RD FL, HUNTINGTON, NY 11743-6929 NATURE: OWNER OF CORPORATION FOR DBA FINANCIAL SERVICES POSITION: PRINCIPAL/FOUNDER START DATE: 3/8/2024 NO HRS/MO: 120 NO HRS/MO DUR TRADING: 120 DESCRIBE DUTIES: MANAGE PRACTICE AND WORK WITH CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-29 |
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