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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-20 |
| AZ | RA | APPROVED | 2022-01-27 |
Branch Locations
4900 North Scottsdale Road Suite 4000, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual/Goldbook Financial | Scottsdale | AZ | 06/2016 | Present |
| Mml Investors Services, Llc | Scottsdale | AZ | 07/2017 | 03/2020 |
| Mml Investors Services, Llc | Scottsdale | AZ | 01/2022 | Present |
| Israeli Defense Forces | Tel Aviv | 12/2019 | 12/2021 | |
| Macalester College | St. Paul | MN | 09/2015 | 05/2019 |
NAME: BRIDGEBOOK INV REL: Y ADD: RESIDENTIAL NATURE: BUYING/SELLING ADVISOR BOOKS OF BUSINESS POSITION: CEO/FOUNDER START DATE: 06/10/2025 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DUTIES: FOUNDER, IWILL NEED TO BUILD THE TECH STACK AND PLAN OUT THE BUSINESS MODEL. NO OBLIGATIONS OTHER THAN WHAT I SET FOR MYSELF.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-07 |
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