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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2016-08-17 |
Branch Locations
859 S Yellowstone Ste 2503, Rexburg, ID 83440 • United States
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Rexburg | ID | 12/2008 | Present |
| Mml Investor Services Inc. | Rexburg | ID | 12/2008 | Present |
(1) NAME: ORTON LIMITED PARTNERSHIP INV REL: Y ADDR: 635 CHAD DR REXBURG ID 83440 NATURE: REAL ESTATE POSITION: GENERAL PARTNER START: 6/3/1986 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. (2) NAME: ORTON FAMILY TRUST INV REL: Y ADDR: 635 CHAD DR REXBURG ID 83440 NATURE: TRUSTEE POSITION: TRUSTEE START: 6/3/1986 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2. (3) NAME: ORTON INSURANCE INV REL: Y ADDR: 859 S YELLOWSTONE HWY STE 2503 REXBURG ID 83440 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, ANNUITIES POSITION: AGENT START: 1988 NO HRS/MO: 120 NO HRS/MO DUR TRADING: 100.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-07 |
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