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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-02 |
Branch Locations
140 Kendrick Street Suite C310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Needham | MA | 10/2023 | Present |
| Mml Investors Services, Llc | Needham | MA | 12/2023 | Present |
| Trellis Software, Inc. | Boston | MA | 07/2021 | 09/2023 |
| Locust Walk Llc | Boston | MA | 02/2020 | 04/2021 |
| Cosimo Venture Partners Inc. | Boston | MA | 01/2019 | 02/2020 |
| Observeit Inc. | Boston | MA | 11/2017 | 12/2018 |
| Amundi Asset Management Us, Inc. | Boston | MA | 02/2011 | 11/2017 |
Name: Routezilla Software Corp. Inv rel: Y Add: The Innovation Centre, 460 Doyle Ave, Kelowna, BC V1Y 0C2 Nature: Consulting for startup SaaS software company Position: Outside Consultant Start date: 09/15/2021 No. HR/MO: 3 No. HR/MO dur trading: 0 Describe duties: Provide periodic advice and support to management team of startup SaaS software company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-13 |
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