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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2017-03-25 |
Branch Locations
125 E Jefferson St Suite 800, Syracuse, NY 13202-2566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Syracuse | NY | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Syracuse | NY | 07/2016 | Present |
| Mml Investors Services, Llc | Syracuse | NY | 03/2017 | Present |
(1)INDEPENDENT INSURANCE AGENT - FIXED ANNUITIES LIFE/ACCIDENT/HEALTH - FROM BUSINESS ADDRESS - 4 SECURITY HOURS AND 2 NON SECURITY HOURS - SINCE 05/2010 (2)NAME: LIMESTONE ADVISORY SERVICES, LLC, INV REL: Y ADDR: 125 EAST JEFFERSON ST, SUITE 800, SYRACUSE NY 13202 NATURE: CONSULTING, POSITION: PARTNER, START: 1/1/2025, NO HR/MO: 5 NO HR/MO DUR TRADING:0 DUTIES: OVERSEE EXPENSES, INCOME, MARKETING AND GENERAL DIRECTION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-30 |
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