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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-06 |
Branch Locations
280 Congress St Suite 1300, Boston, MA 02210 • 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 |
|---|---|---|---|---|
| Guardian Life Ins | Framingham | MA | 11/2014 | 02/2023 |
| Park Ave Securities | Framingham | MA | 01/2015 | 02/2023 |
| Mml Investors Services, Llc | Boston | MA | 03/2023 | Present |
| Massmutual Life Insurance Company | Boston | MA | 02/2023 | Present |
NAME: REAL ADVICE FOR WEALTH INV REL: Y ADD: 280 CONGRESS ST. SUITE 1300, BOSTON, MA 02210 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 10/09/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-13 |
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