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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2017-06-07 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Elmsford | NY | 03/2017 | Present |
| Massachusetts Mutual Life Insurance Company | Elmsford | NY | 07/2016 | Present |
| Msi Financial Services | Elmsford | NY | 07/2016 | 03/2017 |
(1) Name: Chris Kampitsis Inv rel: Y Add: Residential address Nature: Life Settlements/Viaticals Position: Sales Start date: 09/04/2018 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Assist customers with sales of whole life and/or universal life policies to a Life Settlement Company. (2) Name: Chris Kampitsis Inv rel: Y Add: 565 Taxter Road Suite 625 Elmsford NY 10523 Nature: Outside Insurance Sales Position: Sales Start date: 08/03/2009 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Life, Disability, Health. Property/Casualty, Group Whole, Term, DI, Long-term care, and Fixed Annuities. (3) Name: SKG Ventures LLC Inv rel: Y Add: 565 Taxter Road Suite 625 Elmsford NY 10523 Nature: Other-used for pass-through expenses Position: Partner Start date: 01/2019 No. HR/MO: 0 No. HR/MO during sec trading: 0. (4) Name: SKG Tax LLC Inv rel: Y Add: 565 Taxter Rd, Ste 505, Elmsford, NY 10523 Nature: Certified Public Accounting, Tax Preparation Services Position: Member Start date: 10/15/2022 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Manage/oversee operations. (5) Name: Taxter Marketing LLC Inv Rel: Y Add: 565 Taxter Rd Ste 625 Elmsford NY 10523 Nature: Consulting other advisors in the agency on marketing and leads generation activities Position: Partner Start Date: 8/1/2023 No Hrs/Mo: 5 No Hrs/Mo Dur Trading: 0 Duties: Management and consulting. (6) Name: Poroskef LLC Inv rel: Y Add: 565 Taxter Rd Ste 625 Elmsford NY 10523 Nature: Owner of LLC for pass through compensation Position: Owner Start Date: 3/1/2024 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Expense management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-19 |
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