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50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-12 |
| NJ | RA | APPROVED | 2018-12-03 |
Branch Locations
50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734 • United States
Goshen, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 10/2018 |
| Mml Investors Services, Llc | West Palm Beach | FL | 03/2017 | 10/2018 |
| Compass Securities Corporation | Braintree | MA | 10/2018 | Present |
| Compass Capital Corporation | Braintree | MA | 10/2018 | Present |
OWNER STRATEGIC PLANNING INC INV REL: Y ADDR: GOSHEN, NY 10924 NATURE: LIFE INSURANCE/NON VARIABLE SALES ONLY: START: 01/01/1985 1 HR/WK NON-TRADING HOURS. BOARD OF TRUSTEES MEMBER SINCE APPR 2000- Keiser University/Everglades University (Everglades College, Inc., d/b/a Keiser University, and Everglades College, Inc., d/b/a Everglades University) of Fort Lauderdale, Florida, both been non-profit entities since 2011. 3 HOURS, TWICE YEARLY BOARD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-05 |
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