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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hollandwood Smiles | Fremont | OH | 04/2004 | 07/2022 |
| Massmutual Life Insurance Company | Fremont | OH | 01/2016 | Present |
| Mml Investors Services, Llc | Fremont | OH | 02/2016 | Present |
| Ups | Fremont | OH | 11/2016 | 12/2016 |
| Good's Landscaping | Fremont | OH | 05/2016 | 04/2022 |
(1)Name: Mitch Holland Inv rel: Y Addr: 512 Court Fremont OH. 43420 Nature: Outside Insurance Position: Sales Start Date: 1/12/2016 No hr/mo: 4 No hr/mo dur trading: 0 Describe Duties: Individual Life, health insurance sales (2) Name: Birchard Financial LLC Inv rel: Y Addr: 512 Court Street, Fremont, OH, 43420 Nature: LLC Position: Owner Start Date: 03/07/2016 No hr/mo: 60 No hr/mo. dur trading: 40 Describe Duties: Providing investment, planning, life insurance, and health insurance solutions to clients (3) Name: Knights of Columbus Council 591 Inv rel: N Addr: 1021 W. State St., Fremont, OH 43420 Nature: Charitable fraternal organization Position: Grand Knight Start Date: 07/14/2022 No hr/mo: 8 No hr/mo. dur trading: 0 Describe Duties: CEO of the council, responsible for leading meeting, and programs, appointing and supervising officer and committee chairs, representing the council of the parish, district and state, ensuring compliance with the constitution and laws of the Knights of Columbus, and guiding the council's charitable, faith and fraternal mission. (4) Name: Brainard Lodge 336 Inv rel: Y Add: 686 Bumb Rd. Fremont, OH 43420 Nature: Board Service Position: Auditor Start date: 06/01/2023 No. HR/MO: 4 No. HR/MO dur trading: 0 Describe duties: Review accuracy of the financial records. (5) NAME: Mitchell Holland INV REL: N ADD: Residential Address NATURE: Author religious & inspirational content POSITION: Author START DATE: 08/04/2025 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Writing and submitting for publication various books, selling, writing, meet and greats to entice people to purchase writings. (6) NAME: Birch Merch DBA Birchard Financial LLC INV REL: N ADD: 512 Court St, Fremont OH 43420 NATURE: Sales of clothing and other merchandise of the business POSITION: CEO START DATE: 08/04/2025 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Designing and marketing, approval of final appearance. (7) NAME: Hayes Presidential Development Committee INV REL: N ADD: 1337 Hayes Ave, Fremont OH 43420 NATURE: Presidential Library and museum POSITION: Board committee member START DATE: 01/28/2026 NO. HR/MO: 1.5 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: Provide ideas to help develop the library and museum for current and new members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
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