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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-24 |
Branch Locations
4900 North Scottsdale Road Suite 4000, Scottsdale, AZ 85251 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | White Plains | NY | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | White Plains | NY | 11/2016 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 11/2020 | 04/2023 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 04/2023 | Present |
| Mml Investors Services, Llc | Scottsdale | AZ | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-23 |
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