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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-25 |
Branch Locations
361 Route 202, Somers, NY 10589 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Greenville | SC | 04/2009 | 01/2025 |
| Mml Investors Services, Llc | Greenville | SC | 01/2010 | 12/2024 |
| Broadstreet Family Office Llc | Greer | SC | 06/2025 | Present |
| Innovative Private Wealth Management Inc. | Greer | SC | 06/2025 | Present |
| Unemployed | Greer | SC | 01/2025 | 06/2025 |
(1) NAME: GANESH AND LAXMI INC; INV REL: Y; ADDRESS: AT RESIDENTIAL ADDRESS; NATURE: REAL ESTATE POSITION: OWNERSHIP; START: 10/1989; NO HRS/MO: 15; NO HRS/MO DUR TRADING: 0. (2) NAME: SUNTRADE FINANCIAL; INV REL: Y; ADDRESS: 3523 PELHAM RD, STE A, GREENVILLE, SC 29615; NATURE: HEALTH, GROUP LIFE, GROUP HEALTH; POSITION: AGENT; START: 6/1/2009; NO HRS/MO: 20; NO HRS/MO DUR TRADING: 0. (3) NAME: BROADSTREET INSURANCE AGENCY; INV REL: N; ADDRESS: 82 SUNNYSIDE LANE, WESTBURY, NY 11590; NATURE: INSURANCE COMPANY; POSITION: LICENSED SALES PERSON; OWNERSHIP: NONE; START: 6/15/2025; NO HRS/MONTH: 5; NUMBER OF HOURS DURING TRADING: 1 A WEEK; DUTIES: INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-17 |
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