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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-06-27 |
Branch Locations
140 Kendrick Street Suite C310, Needham, MA 02494 • United States
Marshfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Wellesley | MA | 05/2018 | 11/2021 |
| Massachusetts Mutual Life Insurance Company | Wellesley | MA | 04/2018 | 11/2021 |
| Sfp Wealth, Llc | Wellesley | MA | 09/2017 | 04/2018 |
| Bentley University | Waltham | MA | 05/2013 | 05/2017 |
| Inte Securities Llc | Boston | MA | 02/2022 | 06/2023 |
| Eolas Capital Llc | Boston | MA | 11/2021 | 06/2023 |
| Unemployed | Wellesley | MA | 05/2017 | 08/2017 |
| Mml Investor Services, Llc | Needham | MA | 06/2023 | Present |
| Massachusetts Mutual Life Insurance Company | Needham | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-20 |
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