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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-06 |
| TX | RA | APPROVED_RES | 2017-08-22 |
Branch Locations
400 Meridian Centre Suite 101, Rochester, NY 14618 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc. | Rochester | NY | 01/2006 | 03/2017 |
| Mml Investors Services, Llc | Rochester | NY | 03/2017 | Present |
| Massachusetts Mutual Life Insurance Company | Rochester | NY | 07/2016 | Present |
(1)Name: Patrick Underwood - Underwood Property Mgmt Inv rel: Y Add: At Residential Address Nature: Simple Rental Proerty Position: Landlord Start date: 2018 No. HR/MO: 1 No. HR/MO during sec trading:0 Describe duties: Collect montly rent (2) Name: CFG Inv rel: Y Add: 400 Meridian Centre Suite 101 Rochester NY 14618 Nature: Individual Life and Fixed Annuities Position: Sales Start date: 01/01/2009 No. HR/MO: 0 No. HR/MO during sec trading: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-04-10 |
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