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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-22 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Financial Group | Cazenovia | NY | 10/2008 | Present |
| Mml Investors Services | Cazenovia | NY | 10/2008 | Present |
1)NAME:JACK STEVENS, INV REL:Y ADDR: 125 E JEFFERSON ST, SUITE 800 SYRACUSE NY 13202 NATURE:LIFE INSURANCE, GROUP HEALTH, POSITION:AGENT START:1/1/2013 NO HR/MO:0 NO HR/MO DUR TRADING:0 2)NAME: JACK STEVENS FINANCIAL SERVICES, INV REL: Y ADDR: 7 MILL STREET, CAZENOVIA NY 13035, NATURE: FINANCIAL SERVICES,INSURANCE SALES, POSITION:FINANCIAL ADVISOR, START: 8/20/2024, NO HR/MO: 225 NO HR/MO DUR TRADING:7 DUTIES: OWN AND OPERATE MY MASSMUTUAL FINANCIAL SERVICES PRACTICE. 3)NAME: ALAN ANN LLC, INV REL: Y ADDR: 7 MILL ST, CAZENOVIA NY 13035, NATURE: RENTAL INCOME, POSITION:MEMBER, START: 8/30/2024, NO HR/MO: 3 NO HR/MO DUR TRADING:0 DUTIES: ACT AS LANDLORD. I AM ALSO AN OWNER OCCUPANT (JACK STEVENS FINANCIAL SERVICES).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-06 |
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