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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Salem | OR | 01/2014 | Present |
| Mml Investors Services Llc | Salem | OR | 06/2014 | Present |
(1) NAME: CAPITAL BENEFITS GROUP LLC INV REL: Y ADD: 388 STATE STREET SUITE 550 SALEM OR 97301 NATURE:HEALTH INSURANCE POSITION: AGENT START DATE: 1/14/14 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 10 (2) NAME: MORGAN SUND INV REL: Y ADD: 388 STATE ST SUITE 550 SALEM OR 97301 NATURE: INDIVIDUAL LIFE, INDIVIDUAL DI POSITION: AGENT START DATE: 6/01/2019 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 (3) NAME: MORGAN H SUND INV REL: Y ADD: 388 STATE STREET SUITE 550 SALEM OR 97301 NATURE: VARIABLE ANNUITY SALES POSITION: FINANCIAL ADVISOR START DATE: 4/1/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: MANAGE ASSETS (4) NAME: UNITED WAY OF THE MID-WILLAMETTE VALLEY INV REL: N ADD: 455 BLILER AVE SALEM OR 97301 NATURE: NON-PROFIT POSITION: BOARD MEMBER START DATE: 10/01/2015 NO HRS/MO: 6 NO HRS/MO DUR TRADING: 0 DUTIES: SUPPORT THE STAFF AND VOLUNTEER IN THE COMMUNITY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-26 |
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