David Craig Porter

Current Employers

Employment History

• 03/2017 → Present
  Mml Investors Services, Llc
  Boston, MA
• 07/2016 → 03/2017
  Msi Financial Services
  Boston, MA
• 07/2016 → Present
  Massmutual Life Insurance Co
  Boston, MA

Previous Registrations

• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Southborough, MA
  Boston, MA
  Boston, MA
• 2002-06-21 → 2015-01-02
  New England Securities
  Boston, MA
  Boston, MA
  Southborough, MA

Other Businesses

(1)INDEPENDENT INSURANCE AGENT SERVICING DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES THROUGH BAYSTATE FINANCIAL SERVICES FROM BUSINESS ADDRESS FOR 5HRS/WK DURING SECURITIES TRADING & 0HRS/WKND & EVENINGS SINCE 1/1997 (2)EMPLOYEE - MARINER WEALTH ADVISOR -FROM BUSINESS ADDRESS- 10HRS SEC, 0HRS NONSEC-SINCE 2/2010. (3)OWNER OF TKD, LLC & KTM, LLC (OWNS COMMERCIAL PROPERTY IN FALMOUTH, ME)FOR 0HRS/WK DURING SECURITIES TRADING HOURS & 2 HRS/WKNDS & EVENINGS SINCE 6/2007 (4)OWNER OF 130 SOUTH, LLC (OWNS COMMERCIAL REAL PROPERTY IN N. ANDOVER, MA) FOR 0HRS/WK DURING SECURITIES TRADING HOURS & 2 HRS/WKNDS & EVENINGS SINCE 12/2011 (5)SOLE OWNER OF RENTAL REAL ESTATE UNDER DOUBLE EAGLE RANCH (SINGLE FAMILY HOME IN DEERVALLEY, UT FOR 0HRS/WK DURING SECURITIES TRADING & 1HR/WKND & EVENINGS SINCE 3/2014 (6)PRESIDENT/OWNER OF BAYSTATE CHARITABLE FOUNDATION, INC. FROM BUSINESS ADDRESS FOR 2HRS/WK DURING SECURITIES TRADING & 1HR/WKND & EVENINGS SINCE 7/2000 (7)BOARD OF DIRECTORS MEMBER FOR ELON UNIVERSITY(NC)1HR/WK DURING SECURITIES TRADING & 1HR/WKND & EVENINGS SINCE 12/2010 (8)CO-AUTHOR OF BOOK FOR 0HRS/WKD DURING SECURITIES TRADING & 2HRS/WKND & EVENINGS SINCE 8/2010 (9)OWNER OF RRIM, LLC (DEVELOPMENT AND DISTRIBUTION OF THE FINANCIAL MODELING SOFTWARE TOOL HOUSED ON A WEBSITE AND DISTRIBUTED VIA THE INTERNET FROM BUSINESS ADDRESS) FOR 1HR/WK DURING SECURITIES TRADING & 0HRS/WKND & EVENINGS SINCE 7/2014 (10) OWNER OF POST ROAD TOWNHOUSES, LLC - FROM BUSINESS ADDRESS - 1 SECURITY HOURS AND 0 NON SECURITY HOURS SINCE 02/2014 (11)CHAIRMAN OF BOARD OF COMMONWEALTH PROPERTY AND CASUALTY, LLC - FROM BUSINESS ADDRESS - 1 SECURITY HOURS AND 0 NON SECURITY HOURS SINCE 06/2016 (12)PARTNER BAYSTATE FINANCIAL SERVICES, LLC - FROM BUSINESS ADDRESS - 50 SECURITY HOURS AND 10 NON SECURITY HOURS SINCE 05/1997 (13)NAME: CATALYST FINANCIAL PARTNERS, LLC INV REL: Y ADD: 200 CLARENDON STREET BOSTON MA 02116 NATURE: INDEPENDENT RIA; INVESTMENT MANAGEMENT POSITION: OWNER/MEMBER START DATE: 08/16/2021 NO. HR/MO: 10 NO. HR/MO DUR TRADING: 10 (14)NAME: BAYSTATE FINANCIAL GROUP BENEFITS INV REL: Y ADD: 301 EDGEWATER PLACE SUITE 200 WAKEFIELD MA 01880 NATURE: PASSIVE OWNER POSITION: OWNER/MEMBER START DATE: 04/15/2022 NO. HR/MO: 8 NO. HR/MO DUR TRADING: 8 DUTIES: PASSIVE OWNERSHIP OF THE ORGANIZATIONWHERE HE PERIODICALLY CHECKS IN AND OBTAINS A STATUS ON VARIOUS ITEMS. (15)NAME: EXCEPTIONAL BUILDERS, LLC INV REL: Y ADD: 127 COLLINS LANDING ROAD, WEARE, NH 03281 NATURE: REALTOR/REAL ESTATE POSITION: CO-OWNER START DATE: 03/01/2023 NO. HR/MO: 2 NO. HR/MO DUR TRADING: 0 DUTIES: PASSIVE OWNER AS AN INVESTOR (16)NAME: DAVID C. PORTER INV REL: Y ADD: 1750 NEW YORK AVE NW, SUITE 300, WASHINGTON DC 20006 NATURE: BOARD SERVICE POSITION: BOARD MEMBER START DATE: 03/25/2023 NO. HR/MO: 1 NO. HR/MO DUR TRADING: 0 DUTIES: ATTENDING MEETINGS, DISCUSSING MATTERS BROUGHT TO THE BOARD FOR CONSIDERATION. (17)NAME: PORT CLEAR HEALTH LLC INV REL: Y ADD: ONE MARINA PARK DRIVE, 16TH FLOOR, BOSTON, MA 02210 NATURE: MANAGER/OWNER OF LLC FOR VARIOUS GROUP BENEFITS AND OTHER FIXED INSURANCE PRODUCTS POSITION: MANAGER/OWNER START DATE: 09/17/2024 NO. HR/MO: 1 NO. HR/MO DUR TRADING: 1 (18)NAME: TRUSTED ADVISOR SEARCH INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: CONSULTING POSITION: CEO START DATE: 05/15/2026 NO. HR/MO: 75 NO. HR/MO DUR TRADING: 60 DUTIES: RUN DAY TO DAY OPERATIONS

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-06-29