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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-28 |
| WI | RA | APPROVED | 2017-03-25 |
Branch Locations
525 Junction Road Suite 8100, North Tower, Madison, WI 53717 • 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Madison | WI | 03/2017 | Present |
| Msi Financial Services | Milwaukee | WI | 07/2016 | 03/2017 |
| Mass Mutual Life Insurance Company | Madison | WI | 07/2016 | Present |
Name: Gateway Properties LLC Inv rel: Y Add: At Residential Address Nature: Real Estate Position: Ownership Start date: 10/1/2018 No. HR/MO: 4 No. HR/MO during sec trading: 4 (2) Name: Zachary P. Mulford Inv rel: Y Add: 525 Junction Rd Suite 8100N Madison, WI. 53717 Nature: Life insurance sales Position: Agent Start date: 7/1/2014 No. HR/MO: 1 No. HR/MO during sec trading: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-05 |
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