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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-03 |
| MN | RA | APPROVED | 2015-07-09 |
Branch Locations
2 Carlson Parkway N Suite 320, Plymouth, MN 55447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Plymouth | MN | 07/2014 | Present |
| Mml Investors Services, Llc | Plymouth | MN | 08/2014 | Present |
(1)Name: Wealth Logic, Inc. Inv rel: Y Add: 301 Carlson Pkwy Suite 300 Minnetonka, MN.55305 Nature: Life and Health Insurance Sales Position: Agent Start date: 8/24/2015 No. HR/MO: 1 No. HR/MO during sec trading: 0 (2)Name: Wealth Logic, Inc Inv rel: Y Add: 2 Carlson Parkway N, Suite 320 Plymouth MN 55447 Nature: S-Corp for purposes direct deposit of compensation on advisory business compensation Position: Owner Start date: 11/15/2022 No. HR/MO: 1 No. HR/MO during sec trading: 0 (3)Name: Jeremy Bosch Inv rel: Y Add: At Residential Address Nature: Simple Rental Property Position: Owner Start date: 06/30/2025 No. HR/MO: 1 No. HR/MO during sec trading: 0 Duties: Facilitate and manage personally owned rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-14 |
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