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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-19 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
65 Lasalle Road Suite 200 & 316, West Hartford, CT 06107 • United States
East Haddam, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Financial Services, Inc | West Hartford | CT | 01/2015 | 03/2017 |
| Mass Mutual Life Insurance Company | West Hartford | CT | 07/2016 | Present |
| Mml Investors Services, Llc | West Hartford | CT | 03/2017 | Present |
(1)Name: William DiCristofaro Inv rel: Y Add: 65 LaSalle Road Ste 200 West Hartford CT 06107 Nature: Individual Life, Property/Casualty, Health, Group Life, Group Health, and Group Annuities Position: Sales/Agent Start date: 01/01/1992 No. HR/MO: 2 No. HR/MO during sec trading: 2 (2)Name: Saint Bridget of Kildare Roman Catholic Church Inv rel: Y Add: 75 Moodus Leesville Road PO Box 422 Moodus CT 06469 Nature: Other - Finance Committee Position: Other - Member - Finance Committee (Saint Bridget of Kildare RC Church) Start date: 07/17/2020 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Member of a committee that reviews and provides guidance to church pastor on parish financial matters. (3)Name: East Haddam Village Revitalization Agency Inv rel: Y Add: 1 Plains Rd Moodus CT 06469 Nature: Oversight and Implantation of town property conversion Position: Committee Member Start date: 08/31/2022 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Consult with Board of Selectman and other stakeholders, investigate site ownership alternatives, interview interested developers, review and approve all plans. Coordinate auxiliary projects, get estimates, approve appropriation, report and accounting. (4)Name: Integrity Benefit Partners, LLC Inv rel: Y Add: 65 LaSalle Road Ste 200 West Hartford CT 06107 Nature/Duties: Owner of LLC for pass through compensation Position: Owner Start date: 12/28/2022 No. HR/MO: 1 No. HR/MO during sec trading: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-22 |
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