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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-19 |
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2020-11-03 |
Branch Locations
Corporate Commons Two 2 Teleport Drive, Suite 105, Staten Island, NY 10311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Staten Island | NY | 09/2009 | 03/2017 |
| Mml Investors Services, Llc | Howell | NJ | 03/2017 | Present |
| Massmutual Life Insurance Company | Howell | NJ | 07/2016 | Present |
Independent Insurance Agent from business address selling Disability Fixed Annuities LTC Life/Accident/Health - 3 sec hrs 3 non sec hrs per week since 07/2016 (2) Name: Wealth Protection Strategies LLC Inv Rel: Y Add: Residential Nature: Setting up LLC to eventually be a beneficiary for life insurance designations to protect our spouses/families Position: Co-Owner Start Date: 03/01/2022 No Hrs/Mo: 1 No Hrs/Mo Dur Trading: 0 Duties: Setting up LLC to eventually be a beneficiary for life insurance designations to protect our spouses/families
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-10-20 |
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