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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
300 Corporate Pkwy Suite 216N, Amherst, NY 14226 • United States
300 Corporate Pkwy Suite #110N, Amherst, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Amherst | NY | 03/2013 | Present |
| Mass Mutual Life Insurance Company | Amherst | NY | 06/2012 | Present |
(1) NAME: HERITAGE AGENCY LLC, INV REL: Y, ADD: 5994 SENECA CT, LOCKPORT, NY 14094 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 3/1/2024, NO. HR/MO: 8, NO. HR/MO DURING SEC TRADING: 8, DUTIES: LIFE, DISABILITY, FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-05-28 |
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