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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-04-05 |
Branch Locations
3000 Riverchase Suite 750, Birmingham, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Birmingham | AL | 08/2013 | Present |
| Mml Investors Services, Llc | Birmingham | AL | 11/2014 | Present |
1) NAME: VERITAS FINANCIAL PARTNERS INV REL: YES ADDRESS: AT RESIDENTIAL ADDRESS NATURE: LIFE INSURANCE SALES POSITION: AGENT START DATE: 10/2014 HOURS PER MONTH: 1 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: SALES OF FIXED LIFE INSURANCE PRODUCTS 2) NAME: VERITAS FINANCIAL PARTNERS, LLC INV REL: Y ADD: 3000 RIVERCHASE, STE 750, BIRMINGHAM, AL 35244 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: MEMBER START DATE: 01/18/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: MONITORING THE LLC AS PASS-THROUGH ENTITY FOR EXPENSES AND PAYROLL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-22 |
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