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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-11 |
Branch Locations
140 Kendrick Street Suite C310, Needham, MA 02494 • United States
Needham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services, Inc. | Wellesley | MA | 03/2015 | 03/2017 |
| Mml Investors Services, Llc | Needham | MA | 03/2017 | Present |
| Massmutual Life Insurance Company | Needham | MA | 07/2016 | Present |
| Baystate Wealth Management | Wellesley | MA | 12/2015 | 02/2018 |
Independent Insurance Agent-from Needham, MA-1hrs sec, 1hrs nonsec-Disability & Life/Accident/Health -since 02/2017 (2) Registered investment advisor-from Needham, MA-RIA Baystate Financial Services-1hrs sec, 0hrs nonsec-since 03/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-30 |
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