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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-06-26 |
| IN | RA | APPROVED | 2014-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Fort Wayne | IN | 05/2014 | Present |
| Mml Investors Services, Llc | Fort Wayne | IN | 06/2014 | Present |
(1) NAME: LEAP PROPERTY, LLC INV REL: Y ADD: 10445 ILLINOIS DRIVE, FORT WAYNE, IN 46814 NATURE: REAL ESTATE POSITION: OWNERSHIP START DATE: 4/06/2014 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 10. (2) NAME: LEGACY VALUE ADVISORS, LLC INV REL: Y ADDR: 10445 ILLINOIS ROAD, FORT WAYNE, IN 46814 NATURE: CONSULTING POSITION: VICE PRESIDENT START: 09/09/2021 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 6 DUTIES: MARKETING, CONSULTING AND COACHING. (3) NAME: WOOLMAN FINANCIAL GROUP, LLC INV REL: Y ADDR: 10445 ILLNOIS ROAD, SUITE 250 FORT WAYNE IN 46814 NATURE: LLC FOR WRITING AND SELF PUBLISHING POSITION: AUTHOR/OWNER START: 12/01/2025 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: WRITER AND SELF-PUBLISHER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-16 |
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