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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-04 |
| NJ | RA | APPROVED | 2017-03-25 |
Branch Locations
30 Two Bridges Road Suite 320, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Fairfield | NJ | 01/2015 | Present |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | Present |
| Mml Investors Services, Llc | Fairfield | NJ | 03/2017 | Present |
1) Name: James J. Figurelli Irrevocable Family Trust Inv rel: Y Add: 30 Two Bridge Road Suite 320 Fairfield NJ 07004 Nature: Irrevocable Life Insurance Trust Position: Trustee Start date: 2007 No. HR/MO: .5 No. HR/MO during sec trading: 0 Describe duties: Administrative 2) Name: Medallion Irrevocable Business Trust Inv rel: Y Add: 30 Two Bridge Road Suite 320 Fairfield NJ 07004 Nature: Irrevocable Business Insurance Trust Position: Trustee Start date: 2017 No. HR/MO: .5 No. HR/MO during sec trading: 0 Describe duties: Administrative 3) Name: James J. Figurelli & Manuella Figurelli Grandchildren Irrevocable Trust Inv rel: Y Add: 30 Two Bridge Road Suite 320 Fairfield NJ 07004 Nature: Irrevocable Life Insurance Trust Position: Trustee Start date: 2001 No. HR/MO: .5 No. HR/MO during sec trading: 0 Describe duties: Administrative 4) Name: James J. Figurelli & Manuella Figurelli Irrevocable Life Insurance Trust Inv rel: Y Add: 30 Two Bridge Road Suite 320 Fairfield NJ 07004 Nature: Irrevocable Life Insurance Trust Position: Trustee Start date: No. HR/MO: .5 No. HR/MO during sec trading: 0 Describe duties: Administrative 5)NAME: Creative Financial Strategies INV REL: Y ADD:30 Two Bridges Road, Suite 320, Fairfield, NJ 07004 NATURE: Ind Life/Health, Group Life/Health POSITION: Agent START DATE: 1982 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 0 6) NAME: The Village School INV REL: N ADD: 100 W Prospect St, Waldwick, NJ 07463 NATURE: Education/Private Montessori school that operates as 501C3 POSITION: Board Member START DATE: 2003 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-24 |
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