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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-24 |
| NY | RA | APPROVED | 2021-05-20 |
Branch Locations
400 Meridian Centre Suite 101, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Rochester | NY | 04/2010 | 05/2021 |
| Penn Mutual Life Insurance Co | Rochester | NY | 04/2010 | 05/2021 |
| Mml Investors Services, Llc | Rochester | NY | 05/2021 | Present |
| Massmutual Life Insurance Co | Rochester | NY | 05/2021 | Present |
Name: Tessera Wealth Management Inc. LLC Inv rel: Y Add: 400 Meridian Centre Suite 101 Rochester NY 14618 Nature: Outside Insurance; Life, Disability, Equity fixed life, Fixed annuities, and Long-term care Position: President, Agent, Financial Advisor Start date: 03/01/2021 No. HR/MO: 40 plus No. HR/MO during sec trading: 40 plus Describe duties: Insurance Sales and Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-14 |
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