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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-25 |
Branch Locations
301 Edgewater Place Suite 200, Wakefield, MA 01880 • United States
1 disclosure category 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. | Wellesley | MA | 01/2015 | 03/2017 |
| Massmutual Life Insurance Company | Wakefield | MA | 07/2016 | Present |
| Mml Investors Services, Llc | Wakefield | MA | 03/2017 | Present |
(1)Name: Alexander Krisak Inv rel: Y Add: 301 Edgewater Place, Ste 200 Wakefield MA 01880 Nature: Individual Life, Property/Casualty, Health, Group Life, Group Health, Other - Independent Insurance Agent Position: Sales Start date: 12/01/2013 No. HR/MO: 1 No. HR/MO during sec trading: 1 (2)Name: Lionheart Wealth Management Inc. Inv rel: Y Add: 301 Edgewater Place, Ste 200 Wakefield, MA 01880 Nature: Financial service practice pass-thru Position: Owner Sales Start date: 06/10/2022 No. HR/MO: 2 No. HR/MO during sec trading: 2 Duties: Pass through for financial service practice. Manage the financials for staff and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-10 |
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