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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-23 |
| CA | RA | APPROVED | 2017-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Metlife Securities Inc | Walnut Creek | CA | 07/2014 | 03/2017 |
| Massmutual Life Insurance Co | Napa | CA | 07/2016 | Present |
| Mml Investors Services, Llc | Napa | CA | 03/2017 | Present |
NAME: SILVERLEAF FINANCIAL MANAGEMENT AND INSURANCE SERVICES INV REL: Y ADDR: 1700 SOSCOL AVE, STE 24, NAPA, CA 94558 NATURE: FIXED ANNUITIES, LIFE, ACCIDENT, HEALTH POSITION: INDEPENDENT INSURANCE AGENT START: 10/30/2018 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-26 |
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