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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
1500 Main Street 19Th Floor, Springfield, MA 01115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Distributors Llc | Enfield | CT | 03/2017 | 12/2020 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 01/2016 | 12/2020 |
| Pioneer Valley Financial Group, Llc | Ludlow | MA | 01/2021 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2021 | 10/2025 |
| Raymond James Financial Services, Inc. | Ludlow | MA | 10/2025 | 05/2026 |
| Raymond James Financial Services Advisors, Inc. | Ludlow | MA | 10/2025 | 05/2026 |
| Pioneer Valley Financial Group, Inc. | Ludlow | MA | 10/2025 | 05/2026 |
| Morgan Stanley Smith Barney Llc | Springfield | MA | 05/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-21 |
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