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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-30 |
| UT | RA | APPROVED | 2017-03-25 |
Branch Locations
2901 West Blue Grass Blvd Suite 320, Lehi, UT 84048 • United States
Tooele, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Sandy | UT | 10/2013 | 03/2017 |
| Mml Investors Services, Llc | Lehi | UT | 03/2017 | Present |
| Massmutual Life Insurance Co | Lehi | UT | 03/2017 | Present |
INDEPENDENT INSURANCE AGENT - LIFE/ACCIDENT/HEALTH - FROM RESIDENCE - 1 SEC HR 1 NON SEC HR PER WEEK SINCE 03/2014 (2) NAME: TIDE POINT FINANCIAL INV REL: Y ADD: 2901 W BLUE GRASS BLVD SUITE 320 LEHI UT 84043 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 5/30/2025 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 4 DUTIES: LIFE, DI, FIXED ANNUITIES (3) NAME: CARING TIDE INV REL: Y ADD: RESIDENTIAL NATURE: DISABILITY CONSULTING SERVICES POSITION: CONSULTANT START DATE: 10/21/2025 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 4 DUTIES: WE WORK WITH FAMILIES WHO HAVE A LOVED ONE WHO HAS A DISABILITY TO PROVIDE GUIDANCE AND SUPPORT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-03 |
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