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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-25 |
Branch Locations
7150 W Central Ave Suite 100, Toledo, OH 43617 • United States
Sylvania, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Toledo | OH | 07/2022 | Present |
| Massmutual Life Insurance Company | Toledo | OH | 07/2022 | Present |
| United States Marine Corps | Yuma | AZ | 09/2008 | 09/2018 |
| Tronair Inc. | Swanton | OH | 09/2018 | 05/2019 |
| Re/Max Preferred Associates | Toledo | OH | 05/2019 | 08/2021 |
| Serenity Realty | Maumee | OH | 08/2021 | Present |
(1) NAME: SCHOTTS REAL ESTATE GROUP, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: ASSIST CLIENTS IN THE PURCHASE OR SALE OF RESIDENTIAL PROPERTY POSITION: OWNER START DATE: 01/01/2020 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: ASSIST CLIENTS IN THE PURCHASE OR SALE OF RESIDENTIAL PROPERTY (2) NAME: SCHOTTS SIDE GOALS, LLC INV REL: Y ADD: 1 SEAGATE, FL 27, TOLEDO OH 43604 NATURE: INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 04/21/2025 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, & FINAL EXPENSE (3) NAME: SCHOTTS REAL ESTATE INVESTMENTS, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OWNING RENTAL PROPERTIES FOR INCOME POSITION: OWNER START DATE: 02/01/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: FIND AND PURCHASES PROPERTIES FOR RENTAL INCOME. MANAGE BOOK, PROPERTIES AND OTHER TASKS THAT COME WITH OWING RENTAL PROPERTY (4) NAME: SCHOTTS SIDE GOALS, LLC REL: Y ADD: 7150 W CENTRAL AVE, SUITE 100, TOLEDO, OH, 43617 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 05/01/2026 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-03 |
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