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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-03-01 |
Branch Locations
2830 100Th St Suite 108, Urbandale, IA 50322 • United States
Urbandale, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Clive | IA | 02/2009 | 03/2024 |
| Guardian Life Insurance Company Of America | Clive | IA | 02/2009 | 03/2024 |
| Massmutual Life Insurance Co | Urbandale | IA | 01/2024 | Present |
| Mml Investors Services, Llc | Urbandale | IA | 03/2024 | Present |
(1)Name: Jennifer Boldt Inv Rel: Y Addr: At residential address Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 3/1/2024 No. Hr/Mo: 2 No. Hr/Mo During Sec Trading: 2 Duties: Life, disability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-09 |
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