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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-03-07
  • NJ RA
    APPROVED
    Since 2023-03-07

Branch Locations

Point Pleasant, NJ • United States

1305 Campus Parkway, Wall Township, NJ 07753 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Company Wall Township NJ 04/2017 Present
Mml Investors Services, Llc Wall Township NJ 04/2017 Present
Barnegat High School Barnegat NJ 09/2012 09/2016
Creative Financial Strategies Wall Township NJ 09/2016 Present
  • 04/2017 → Present
    Massachusetts Mutual Life Insurance Company
    Wall Township, NJ
  • 04/2017 → Present
    Wall Township, NJ
  • 09/2012 → 09/2016
    Barnegat High School
    Barnegat, NJ
  • 09/2016 → Present
    Creative Financial Strategies
    Wall Township, NJ
Other Businesses

(1) NAME: CREATIVE RISK MANAGEMENT INV REL: Y ADD: 1305 CAMPUS PARKWAY WALL NJ 07753 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: BROKER START: 01/01/2025 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, DI, P & C & FIXED ANNUITIES (2) NAME: SQUEAKY CLEANING SERVICES INV REL: Y ADD: 15 SAVANNAH DR, BARNEGAT, NJ 08005 NATURE: CLEANING COMPANY POSITION: OWNER START: 03/01/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: RUN THE DAY TO DAY OPERATIONS WHICH IS LIMITED TO MOSTLY JUST SENDING OUT CHECKS TO WORKS AND TRYING TO EXPAND THE COMPANY BY GETTING NEW CLIENTS. (3) NAME: FREEHOLD DISTILLING COMPANY INV REL: N ADD: 3745 ROUTE 9, FREEHOLD NJ 07728 NATURE: DISTILLATION AND SALES OF SPIRTS POSITION: SHAREHOLDER START DATE: 01/01/2024 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SHARE HOLDER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2018-11-20
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2018-11-20

View on SEC IAPD

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