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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| OH | RA | APPROVED | 2017-03-25 |
Branch Locations
8044 Montgomery Road Suite 620, Cincinnati, OH 45236 • 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 |
|---|---|---|---|---|
| Mml Investors Services | Cincinnati | OH | 03/2017 | Present |
| Msi Financial Services | Cincinnatio | OH | 07/2016 | 03/2017 |
| Mass Mutual Life Insurance Company | Cincinnati | OH | 07/2016 | Present |
Name: James F. Rodd Inv rel: Y Add: Residential Nature: Life and health insurance sales Position: Sales Start date: 3/01/1998 No. HR/MO: 1 No. HR/MO during sec trading: 1 (2) Name: Clearview Financial Partners, LLC Inv Rel: Y Add: 8044 Montgomery Road Cincinnati OH 45236 Nature/Duties: Owner of LLC for pass through Compensation Position: Owner Start Date: 01/01/2026 No Hrs/Mo: 160 No Hrs/Mo During Sec Trading: 160
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-28 |
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