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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-04 |
| AZ | RA | APPROVED | 2019-02-22 |
Branch Locations
4900 North Scottsdale Road Suite 4000, Scottsdale, AZ 85251 • United States
Scottsdale, AZ • 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 |
|---|---|---|---|---|
| Dimensional Financial Services, Inc. | Scottsdale | AZ | 10/2000 | Present |
| Packerland Brokerage Services | Green Bay | WI | 06/2014 | 12/2018 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 12/2018 | Present |
| Mml Investors Services, Llc | Scottsdale | AZ | 02/2019 | Present |
(1)NAME: MATT MARTINEZ- DIMENSIONAL FINANCIAL SERVICES INC. INV REL: Y ADDR: 4900 NORTH SCOTTSDALE RD SUITE 4000 SCOTTSDALE AZ 85251 NATURE: INDIVIDUAL LIFE, ANNUITIES, & LTC POSITION: SALES/AGENT START: 01/14/2019 NO HRS: 20 NO HRS DUR TRADING: 20. (2) NAME: ECA MARKETING INC INV REL:Y ADD: RESIDENTIAL ADD NATURE: INDIVIDUAL LIFE, LIFE, LTC AND ANNUITIES POSITION: SALES START DATE: 12/01/2019 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 10 (3) NAME: BLACK GOULD AND ASSOCIATES INV REL: Y ADD: RESIDENTIAL ADD NATURE: GROUP HEALTH, ANCILLARY GROUP BENEFITS POSITION: SALES START DATE: 12/01/2019 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5 (4)NAME: ECA MARKETING INV REL: Y ADD: 4900 N SCOTTSDALE RD STE 4000 SCOTTSDALE AZ 85251 NATURE: SERVICING IN-FORCE INDEXED ANNUITY CONTRACTS BUT NO NEW SALES POSITION: SALES START DATE: 11/24/2020 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-23 |
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