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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
| VA | RA | APPROVED | 2025-01-10 |
| OH | RA | APPROVED | 2021-02-22 |
Branch Locations
6525 W Campus Oval Suite 200, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | Westerville | OH | 11/2015 | 03/2018 |
| Guardian Life Insurance Company/Lifetime Financial Growth | Columbus | OH | 03/2018 | 07/2020 |
| Massmutual Life Insurance Company | New Albany | OH | 07/2020 | Present |
| Mml Investors Services | New Albany | OH | 02/2021 | Present |
1) Name: Next Level Continuing Education Inv rel: N Add: At Residential Address Nature: Education Position: Administrator Start date: 01/01/2021 No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: Organizing complimentary education webinars held for professional education 2) NAME: BANCO CONSULTING PARTNERS INV REL: Y ADD: 6525 W CAMPUS OVAL, STE. 200, NEW ALBANY, OH 43054 NATURE: INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 11/01/2025 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SUPPORT AND SOLICITATION OF BANK OWNED LIFE INSURANCE (BOLI)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
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