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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-03-02 |
Branch Locations
1305 Campus Parkway, Wall Township, NJ 07753 • United States
Somerset, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elana Advisory Services, Llc | Easton | PA | 10/2016 | 07/2017 |
| Elana Settlement Architects | Easton | PA | 10/2016 | 07/2017 |
| Elana General Insurance, Llc | Easton | PA | 10/2016 | 07/2017 |
| William Franko Tax & Acct | Somerset | NJ | 01/2006 | Present |
| Mml Investors Services, Llc | Wall Township | NJ | 12/2017 | Present |
| Massachusetts Mutual Life Insurance Company | Wall Township | NJ | 12/2017 | Present |
1) Name: WILLIAM FRANKO TAX AND ACCOUNTING SERVICES Inv rel: Y Add: 16 KING RD SOMERSET, NJ 8873 Nature: CPA/Tax Preparation Position: Ownership Start date: 01/01/2017 No. HR/MO: 40 No. HR/MO during sec trading: 15 Describe duties: TAX PREPARATION AND ACCOUNTING/BOOKEEPING SRVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-15 |
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