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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
| CA | RA | APPROVED | 2023-09-11 |
Branch Locations
2300 Contra Costa Blvd Suite 600, Pleasant Hill, CA 94523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Pleasant Hill | CA | 07/2023 | Present |
| Mml Investors Services, Llc | Pleasant Hill | CA | 07/2023 | Present |
| Frontapp | San Francisco | CA | 08/2022 | 03/2023 |
| Lenox Advisors | Pleasant Hill | CA | 07/2023 | Present |
| Full Time Student | San Jose | CA | 08/2012 | 06/2017 |
| Full Time Student | Swarthmore | PA | 08/2017 | 06/2022 |
| Unemployed | San Francisco | CA | 04/2023 | 06/2023 |
Name: Woojin Shin/Lenox Advisors, Inc. Inv Rel: Y Addr: 2300 Contra Costa Blvd, Suite 600, Pleasant Hill, CA 94523 Nature: Outside insurance - Life, Disability, Long-term care, Fixed annuities, Health Position: Relationship Manager Start Date: 07/03/2023 No. Hr/Mo: 10 No. Hr/Mo During Sec Trading: 5 Duties: Sale of Life, accident and health insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
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