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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED_RES | 2024-04-15 |
| NH | RA | APPROVED | 2019-09-03 |
Branch Locations
149 Water Street, Exeter, NH 03833 • United States
1132 Us Route 1 Unit 19, York, ME 03909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bulfinch Group | Needham | MA | 01/2017 | 06/2018 |
| Berrydunn | Portland | ME | 07/2011 | 01/2017 |
| Park Avenue Securities | Needham | MA | 10/2017 | 06/2018 |
| Guardian Life Insurance Company | Portsmouth | NH | 07/2018 | 08/2019 |
| Park Avenue Securities | Portsmouth | NH | 07/2018 | 08/2019 |
| Massmutual Life Insurance Co | York | ME | 08/2019 | Present |
| Mml Investors Services, Llc | York | ME | 09/2019 | Present |
(1)Name: Reid Butler Inv rel: Y Add: Residential address Nature: CPA/Tax Preparation Position: Licensed CPA Start date: 07/01/2017 No. HR/MO: 0 No. HR/MO during sec trading:0 Describe duties: no current or anticipated tax services. Hold a valid CPA license but not currently practicing.. (2)Name: Reid Butler Inv rel: Y Add: 1132 US Route 1, Unit 19, York, ME 03909 Nature: NonMMLIA Insurance Brokerage Position: sales/agent Start date: 09/03/2019 No. HR/MO: 5 No. HR/MO during sec trading: 5 Describe duties: individual and group life, group health, Individual Disability, Group Disability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-05 |
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