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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-13 |
Branch Locations
607 Commons Drive, Gallatin, TN 37066 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Springfield | MA | 08/2001 | 01/2025 |
| Mml Investors Services | Gallatin | TN | 08/2001 | 01/2025 |
| Financial Partners Group, Llc | Gallatin | TN | 01/2013 | 02/2025 |
| Mercer Global Advisors Inc. | Gallatin | TN | 02/2025 | Present |
1. Gallatin Warehousing; Investment-related; Gallatin, TN; Rental Real Estate; Partner; 06/01/2015; 2 hrs. per month; 0 hrs. during trading hours; Collect rent, pay bills. 2. BBK Investment Group LLC; Investment-related; Gallatin, TN; Rental Real Estate; Partner; 06/01/2004; 2 hrs. per month; 0 hrs. during trading hours; Deposit rent checks, pay bills. 3. Accident & Health, Life, Variable Life and Variable Annuity Insurance License; Investment-related; 607 Commons Drive, Gallatin, TN 37066; Insurance sales; Insurance Producer; 12/07/2000; 7 hrs. per month; 7 hrs. during trading hours; Holds active insurance licenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-24 |
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