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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-07 |
| NC | RA | APPROVED | 2023-05-05 |
Branch Locations
7930 W Kenton Circle Suite 250, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Max Kunisch | Foxboro | MA | 10/2019 | 05/2020 |
| Homesite Insurance | Boston | MA | 11/2018 | 09/2019 |
| Lincoln Financial | Boston | MA | 05/2018 | 09/2018 |
| Liberty Mutual Insurance | Boston | MA | 07/2013 | 04/2018 |
| Church Of Emmanuel | Foxboro | MA | 06/2020 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Huntersville | NC | 06/2020 | 04/2023 |
| Northwestern Mutual Investment Services Llc | Huntersville | NC | 06/2020 | 04/2023 |
| Northwestern Mutual Wealth Management Company | Huntersville | NC | 04/2021 | 04/2023 |
| Massmutual Life Insurance Co | Huntersville | NC | 04/2023 | Present |
| Mml Investors Services, Llc | Huntersville | NC | 04/2023 | Present |
NAME: THRIVE FINANCIAL PARTNERS INV REL: Y ADDR: 16810 KENTON DR #180, HUNTERSVILLA, NC 28078 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 11/13/2023 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-10 |
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