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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-05 |
Branch Locations
15 America Avenue Suite 401, Lakewood, NJ 08701 • United States
Lakewood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Lakewood | NJ | 01/2017 | Present |
| Mml Investors Services, Llc | Lakewood | NJ | 04/2017 | Present |
| Kosher Club Sales | Lakewood | NJ | 04/2016 | 12/2016 |
| Beth Medrash Govoha | Lakewood | NJ | 11/2006 | 10/2016 |
(1) Name: Capstone MI LLC Inv Rel: Y Add: Residential Address Nature: Multifamily real estate investment Position: Investor Start Date: 02/23/2023 No Hrs/Mo: 0 No/Hrs Mo dur trading: 0 Describe Duties: Passive. (2) Name: Teren Financial LLC Inv Rel: Y Add: 15 America Avenue Suite 401Lakewood, NJ 08701 Nature: Insurance and Securities Position: Owner Start Date: 02/23/2023 No Hrs/Mo: 120 No/Hrs Mo dur trading: 120 Describe Duties: Sales and Servicing. (3) Name: Aryeh Teren Inv Rel: Y Add: RESIDENTIAL Nature: Outside Insurance Sales Position: Broker Start Date: 02/23/2023 No Hrs/Mo: 10 No/Hrs Mo dur trading: 10 Describe Duties: Life(term/universal/whole), Disability and Long-term care. (4) Name: Cong. Ohr Dovid Inc. Inv Rel: N Add: Residential Address Nature: Education for 7th and 8th graders Position: Founder Start Date: 08/19/2026 No Hrs/Mo: 20 No/Hrs Mo dur trading: 0 Describe Duties: Hire Staff, admissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-13 |
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