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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-27 |
Branch Locations
6525 W Campus Oval Suite 200, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Distribution Services, Inc | Columbus | OH | 02/2016 | 01/2020 |
| J.P. Morgan Securities Llc | Westerville | OH | 10/2020 | 04/2022 |
| Bbi Logistics | Columbus | OH | 01/2020 | 10/2020 |
| Cetera Advisor Networks Llc | Columbus | OH | 06/2022 | 04/2023 |
| Cetera Advisors Llc | Columbus | OH | 06/2022 | 04/2023 |
| Cetera Financial Specialists Llc | Columbus | OH | 06/2022 | 04/2023 |
| Cetera Investment Services Llc | Columbus | OH | 06/2022 | 04/2023 |
| First Allied Securities, Inc | Columbus | OH | 06/2022 | 09/2022 |
| Tri-Ad Capital Management | Columbus | OH | 05/2023 | 01/2024 |
| Mml Investors Services, Llc | Dublin | OH | 02/2024 | 03/2024 |
| Sigfig Wealth Management Llc | Columbus | OH | 04/2024 | 03/2026 |
| Massmutual Life Insurance Company | New Albany | OH | 03/2026 | Present |
| Mml Investors Services, Llc | New Albany | OH | 03/2026 | Present |
| Massmutual Life Insurance Company | Dublin | OH | 02/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-01 |
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