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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-21 |
| CT | RA | APPROVED | 2017-03-25 |
Branch Locations
6 Corporate Drive, Shelton, CT 06484 • United States
Oxford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Trumbull | CT | 05/1999 | 03/2017 |
| Massmutual Life Insurance Co | Shelton | CT | 07/2016 | Present |
| Mml Investors Services, Llc | Shelton | CT | 03/2017 | Present |
(1)Independent Insurance Agent from business address selling Dental and Group Disability Income, Disability, Fixed Annuities ,Life/Accident/Health ,LTC, P&C, Medicare Related Products 1 sec hr 1 non sec hr since 01/2008 (2)Name: March Financial LLC Inv Rel: Y Addr: @ Residential address Nature: LLC Position: Member Start: 1/1/2023 No Hr/Mo: 10 No Hr/Mo Dur Trading: 10 Duties: Pay administrative support staff and manage associated business expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-11 |
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