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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-04 |
| TX | RA | APPROVED | 2019-04-05 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Elmsford | NY | 06/2017 | Present |
| Oasis Outsourcing | West Palm Beach | FL | 07/2017 | Present |
| Boston University | Boston | MA | 09/2014 | 05/2017 |
| Boston University | Boston | MA | 09/2014 | 05/2017 |
| Umami Cafe | Croton On Hudson | NY | 06/2012 | 07/2017 |
| Massmutual Life Insurance Co | Elmsford | NY | 11/2018 | Present |
(1) Name: SKG Tax LLC Inv rel: Y Add: 565 Taxter Rd, Ste 505, Elmsford, NY 10523 Nature: Certified Public Accounting, Tax Preparation Services Position: Member Start date: 10/15/2022 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Manage /oversee operations. (2) Name: Taxter Marketing, LLC Inv Rel: Y Add: 565 Taxter Rd Ste 625 Elmsford NY 10523 Nature: Consulting other advisors in the agency on marketing and leads generation activities Position: Partner Start Date: 8/1/2023 No Hrs/Mo: 5 No HRs/Mo Dur Trading: 0 Duties: Management and Consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-22 |
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