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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-20 |
Branch Locations
280 Congress St Suite 1300, Boston, MA 02210 • United States
40R Merrimac St Suite 201E, Newburyport, MA 01950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Boston | MA | 06/2014 | Present |
| Mml Investors Services | Boston | MA | 07/2014 | Present |
NAME: MICHAEL HEBERLEIN. INV REL: Y ADD: 101 FEDERAL STREET SUITE 800 BOSTON, MA 02110 NATURE: INDIVIDUAL LIFE, GROUP LIFE, GROUP HEALTH POSITION: SALES, AGENT START DATE: 06/30/2015 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: MICHAEL HEBERLEIN INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: EXIT PLANNING EXECUTION REFERRALS POSITION: OWNER START DATE: 01/19/2021 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: MAKING INTRODUCTIONS TO AN EXIT PLANNING FIRM CALLED LEGACY PARTNERS AND MAY RECEIVE A REFERRAL FEE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-05 |
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