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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Waterford | CT | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Waterford | CT | 03/2017 | Present |
| Massmutual Life Insurance Co | Waterford | CT | 07/2016 | Present |
Name: ClearPath Financial Solutions LLC Inv rel: Y Add: 774 Broad St Waterford CT 06385 Nature: Individual Life, Health, and Group Health Insurance Position: Broker/Agent Start date: 01/01/1990 No. HR/MO: 4 No. HR/MO during sec trading: 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-05 |
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