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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-09 |
| ME | RA | APPROVED | 2017-08-09 |
Branch Locations
254 Commercial Street Suite 245, Portland, ME 04101 • United States
75 Leighton Road Bldg 3, Falmouth, ME 04105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hp Hood | Portland | ME | 05/2014 | 02/2017 |
| Msi Financial Services Inc | Falmouth | ME | 02/2017 | 03/2017 |
| Mass Mutual Life Insurance Company | Portland | ME | 02/2017 | Present |
| Mml Investors Services, Llc | Portland | ME | 03/2017 | Present |
Name: VIS WEALTH Partners, LLC Inv rel: Y Add: 75 Leighton Road, Bldg 3, Falmouth, ME 04105 Nature: LLC for brand marketing and operating expenses. Position: Sole Member Start date: 01/01/2023 No. HR/MO: 2 No. HR/MO during sec trading: 1 Describe duties: Managing operations and filing paperwork
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
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