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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
| DE | RA | APPROVED | 2024-12-16 |
Branch Locations
15 Reads Way Suite 210, New Castle, DE 19720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Newark | DE | 03/2015 | 02/2022 |
| Thrivent Investment Management Inc | Middleton | DE | 03/2024 | 11/2024 |
| Stay At Mom | Middletown | DE | 03/2022 | 03/2024 |
| Thrivent Financial | Appleton | WI | 03/2024 | 11/2024 |
| Mml Investors Services, Llc | New Castle | DE | 12/2024 | Present |
| Massmutual Life Insurance Company | New Castle | DE | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-08 |
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