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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-16 |
Branch Locations
530 Gaither Road Suite 350, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company - Capital Region - Hr | Chantilly | VA | 06/2014 | 04/2017 |
| Allstate Insurance Co | Chantilly | VA | 10/2016 | 04/2017 |
| Sparks Group | Rockville | MD | 05/2017 | 08/2017 |
| Farmers Insurance | Mclean | VA | 09/2017 | 04/2018 |
| Farmers Insurance | Frederick | MD | 04/2018 | 05/2024 |
| Farmers Financial Solutions | Frederick | MD | 09/2018 | 05/2024 |
| Mml Investors Services, Llc | Rockville | MD | 07/2024 | Present |
| Massmutual Life Insurance Company | Rockville | MD | 04/2024 | Present |
(1) NAME: CALARA AGENCY LLC DBA THE CALARA AGENCY INV REL: Y ADDRESS: 7820B WORMANS MILL RD #474, FREDERICK, MD 21701 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 6/2018 NO. HR/MO: 40, NO. HR/MO DURING SEC TRADING: 10 DUTIES: PROPERTY & CASUALTY, AND MEDICARE INSURANCE AGENCY ASSIST INSURED WITH THEIR PC NEEDS SUCH AS AUTO, HOME, UMBRELLA. ASSIST SENIORS WITH SIGNING UP FOR MEDICARE PRODUCTS. (2) NAME: CALARA AGENCY LLC DBA THE CALARA AGENCY INV REL: Y ADDR: 7820B WORMANS MILL RD #474, FREDERICK, MD 21701 NATURE: INSURANCE AGENCY POSITION: OWNER START DATE: 3/5/2018 NO. HR/MO: 80 NO. HR/MO DURING SEC TRADING: 80 DUTIES: ASSIST CLIENTS TO OBTAIN BUSINESS AND COMMERCIAL INSURANCE, PERSONAL INSURANCE, AND MEDICARE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-07 |
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