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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-11 |
| FL | RA | APPROVED | 2019-10-07 |
Branch Locations
8151 Peters Road Suite 1700, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Investors Corporation/Foresters Financial | Miramar | FL | 04/2015 | 11/2018 |
| Massmutual Life Insurance Co | Plantation | FL | 11/2018 | Present |
| Mml Investors Services, Llc | Plantation | FL | 11/2018 | Present |
(1) Name: TBS Financial Inv rel: Y Add: 19333 Collins Ave Apt 107, Sunny Isles Beach, FL 33160 Nature: Shell account for accounting purposes Position: Manager Start date: 10/29/2020 No. HR/MO: 0 No. HR/MO during sec trading: 0. (2) Name: Christopher N. Lee Inv rel: Y Add: 1000 Corporate Dr Suite 600 Fort Lauderdale FL 33334 Nature: Outside Insurance Sales Position: Agent Start Date: 1/30/2023 No. HR/MO: 15 No. HR/MO during sec trading: 2 Describe duties: Life, Fixed Annuities, Disability, & Long-Term Care.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-27 |
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