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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| NY | RA | APPROVED | 2026-01-29 |
Branch Locations
90 Park Ave 18Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | New York | NY | 05/2023 | Present |
| Lenox Advisors, Inc. | New York | NY | 01/2023 | Present |
| Massmutual Life Insurance Co. | New York | NY | 01/2023 | Present |
| Planning Alliance / Park Avenue Securities, Llc | Shrewsbury | NJ | 06/2022 | 12/2022 |
| West New York Restoration Of Ct, Inc. | Bronx | NY | 09/2017 | 05/2022 |
| Beach Front Bbq | New Rochelle | NY | 05/2014 | 09/2017 |
Name: Matteo Falcone / Lenox Advisors, Inc. Inv Rel: Y Addr: 90 Park Ave, Fl 18, New York, NY 10016 Nature: Outside Insurance Sales Position: Insurance Broker Start Date:01/17/2023 No. Hr/Mo: 10 No. Hr/Mo During Sec Trading: 0 Duties: Life, disability, long-term care, fixed annuities, health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
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