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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-08 |
Branch Locations
6263 N Scottsdale Rd Suite 140, Scottsdale, AZ 85250 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Phoenix | AZ | 11/2023 | 12/2024 |
| Anthem Golf & Country Club | Anthem | AZ | 03/2023 | 06/2023 |
| Sante Conscious Concepts | Scottsdale | AZ | 06/2022 | 10/2022 |
| Sanctuary On Camelback Mountain, A Gurney's Resort & Spa | Paradise Valley | AZ | 06/2021 | 05/2022 |
| Lakeside Country Club | Houston | TX | 01/2020 | 05/2021 |
| The Sam Houston Hotel: The Pearl Restaurant & Bar | Houston | TX | 12/2017 | 08/2018 |
| Pr By Kristina Heckel | Glendale | AZ | 01/2014 | 08/2024 |
| University Of Houston - Hilton College | Houston | TX | 08/2012 | 05/2017 |
| Symmetry Financial Group | Phoenix | AZ | 12/2022 | 05/2023 |
| Nylife Securities Llc. | Phoenix | AZ | 04/2024 | 12/2024 |
| Massmutual Life Insurance Co | Scottsdale | AZ | 01/2025 | Present |
| Mml Investors Services, Llc | Scottsdale | AZ | 02/2025 | Present |
(1) NAME: KMH MARKETING SOLUTIONS, LLC INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR AFFILIATE COMMISSIONS AND ONLINE COMMISSIONS POSITION: OWNER START DATE: 10/31/2022 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: QWICK, INC INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: HOSPITALITY FREELANCE POSITION: HOSPITALITY PROFESSIONAL START DATE: 1/1/2025 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DUTIES: BANQUET SERVICES AND BARTENDING FOR EVENTS AS AN INDEPENDENT CONTRACTOR, PICKING UP OFFERED SHIFTS AT VENUES AND HOSPITALITY ESTABLISHMENTS (3) NAME: BLOOM DIVORCE ADVISORY SERVICES, LLC INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: CONSULTING POSITION: FOUNDER/OWNER START DATE: 6/17/2024 NO. HR/MO: 60 NO. HR/MO DURING SEC TRADING: 25 DUTIES: PREPARE/ANALYZE INFORMATION FROM PARTIES GOING THROUGH DIVORCE. (4) NAME: KRISTINA HECKEL, INV REL: Y, ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 9/3/2025, NO. HR/MO: 5, NO. HR/MO DURING SEC TRADING: 2, DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-27 |
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