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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2018-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Point Financial Services | Ellsworth | ME | 08/2013 | 06/2018 |
| Cantella & Co., Inc. | Boston | MA | 04/2016 | 06/2018 |
| Mml Investors Services, Llc | Bangor | ME | 06/2018 | Present |
| Massachusetts Mutual Life Insurance Company | Bangor | ME | 06/2018 | Present |
| United Insurance Group | Bangor | ME | 04/2025 | Present |
(1)Name: Craig Worcester/Barresi Benefits Inv rel: Y Add: One Cumberland Place Suite 302 Bangor ME 04401 Nature: NonMMLIA Insurance brokerage Position: sales Start date: 06/2018 No. HR/MO: 20 No. HR/MO during sec trading: 20 Describe duties: Individual Life ,Health, Group Life, Group Health, Individual Disability (2)NAME: UNITED INSURANCE GROUP INV REL: Y ADD: ONE CUMBERLAND PLACE, SUITE 316, BANGOR, ME 04401 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 04/25/2025 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160 DUTIES: LIFE, DISABILITY, PROPERTY AND CASUALTY, LONG-TERM CARE, FIXED ANNUITIES, AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-05 |
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