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75 Park Plaza, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-04-06 |
| CO | RA | APPROVED | 2022-04-01 |
| MA | RA | APPROVED | 2022-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Assett Management | Wellesley | MA | 07/2006 | 12/2019 |
| Mass Mutual Life Insurance Company | Boston | MA | 01/2020 | Present |
| Mml Investors Services, Llc | Boston | MA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2013-07-14 |
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