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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-05 |
| RI | RA | APPROVED | 2017-03-25 |
Branch Locations
20 Congress St, Marshfield, MA 02050 • United States
Fairview, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc. | Norwood | MA | 11/2011 | 03/2017 |
| Mass Mutual Life Insurance Company | Fairview | NC | 07/2016 | Present |
| Mml Investors Services, Llc | Fairview | NC | 03/2017 | Present |
(1)Name: Commonwealth Property & Casualty Inv rel: Y Add: 20 Congress Street Marshfield MA 02050 Nature: Other - Referrals Position: Sales/Agent Start date: 10/18/2019 No. HR/MO: 3 No. HR/MO during sec trading: 3 Describe duties: Referring clients to Commonwealth Property & Casualty to receive referral fees. Also, I intend to get a Property & Casualty License so I can split commissions on auto and homeowner's insurance sales. (2)Name: Duxbury Rental Property Inv rel: Y Add: At Residential Address Nature: Passive Rental Income Position: Landlord Start date: 08/15/2022 No. HR/MO:1 No. HR/MO during sec trading: 0 Describe duties: General maintenance to support tenants as they tent the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-10 |
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