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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-12 |
| TX | RA | APPROVED_RES | 2021-01-04 |
Branch Locations
300 Corporate Pkwy Suite 216N, Amherst, NY 14226 • United States
Buffalo, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Amherst | NY | 07/2017 | Present |
| Extended Travel | Williamsville | NY | 06/2017 | 08/2017 |
| The Ohio State University | Columbus | OH | 08/2013 | 05/2017 |
| Mml Investors Services, Llc | Amherst | NY | 11/2017 | Present |
(1) Name: United Health Care Inv rel: Y Add: 6500 Sheridan Drive Suite 300 Williamsville, NY 14221 Nature: Non-MMLIA Insurance Brokerage Position: Sales, Agent Start date: 12/1/2017 No. HR/MO: 3 No. HR/MO during sec trading: 3 Describe duties: Health (2)Name: Specific Solutions Inv rel: Y Add: 475 International Drive. Suite 300 Williamsville NY 14221 Nature: Outside Insurance; Fixed annuities and Life Insurance Position: Agent Start date: 04/20/2021 No. HR/MO: 1 No. HR/MO during sec trading: 0 (3)Name: KAFL Insurance Resources Inv rel: Y Add: 800 Linden Ave. Rochester NY 14625 Nature: Outside Insurance; Fixed annuities and Life Insurance Position: Agent Start date: 04/20/2021 No. HR/MO: 1 No. HR/MO during sec trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-29 |
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