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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2021-05-14 |
Branch Locations
90 Park Ave 17Th Fl, New York, NY 10016 • United States
Staten Island, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Schwartz | New York | NY | 03/2016 | 09/2017 |
| Stephen Schwartz | New York | NY | 03/2016 | 12/2019 |
| Northwestern Mutual Investment Services Llc | New York | NY | 02/2016 | 12/2019 |
| Northwestern Mutual Wealth Management Company | New York | NY | 02/2016 | 12/2019 |
| Mass Mutual Life Insurance Company | New York | NY | 12/2019 | Present |
| Mml Investors Services, Llc | New York | NY | 01/2020 | Present |
| Modus Park Associates / Matthew Kotula | New York | NY | 12/2019 | 12/2023 |
Name: Matthew Kotula / Fifth Avenue Financial Inv Rel: Y Add: 90 Park Avenue 17th Floor New York NY 10016 Nature: Individual Life, Health, Group Life, and Group Health Insurance Position: Sales/Agent Start date: 01/01/2024 No. HR/MO: 2 No. HR/MO during sec trading: 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-13 |
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