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2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-06-21 |
Branch Locations
2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Glastonbury | CT | 10/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Glastonbury | CT | 07/2016 | 01/2019 |
| Mml Investor Services | Shelton | CT | 03/2017 | 03/2020 |
| Mml Investors Services, Llc | Shelton | CT | 01/2019 | 01/2020 |
| Mass Mutual Life Insurance Company | Shelton | CT | 01/2019 | 02/2020 |
| Paradigm Financial Partners, Llc | Westport | CT | 02/2020 | 05/2022 |
| Barnum Financial Group | Shelton | CT | 11/2015 | 02/2020 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 03/2020 | 05/2022 |
| Msi Financial Services | Glastonbury | CT | 10/2015 | 03/2017 |
| 2M Wealth Management Llc | Boca Raton | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2013-12-03 |
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