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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-06 |
| NC | RA | APPROVED | 2016-04-12 |
Branch Locations
6025 Blakeney Park Drive #120, Charlotte, NC 28277 • United States
Waxhaw, NC • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Charlotte | NC | 03/2016 | Present |
| Mml Investors Services, Llc | Charlotte | NC | 04/2016 | Present |
(1) NAME: DONALD ROBBINS INV REL: Y ADDR: 6025 BLAKENEY PARK DR #120, SUITE 102, CHARLOTTE, NC 28277 NATURE: INDIVIDUAL LIFE, GROUP HEALTH POSITION: SALES START: 2/2002 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 4. (2) NAME: JAAZ HOLDINGS LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REAL ESTATE POSITION: OWNERSHIP START: 3/2016 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5. (3) NAME: ROBBINS FINANCIAL GROUP LLC, INV REL:Y ADDR: 6025 BLAKENEY PARK DR #120,SUITE 102, CHARLOTTE NC 28277, NATURE: ENTITY RECEIVES COMMISSIONS TO PAY BUSINESS OPERATING EXPENSES, POSITION: OWNER, PRESIDENT, START: 01/01/2005, NO HR/MO: 1 NO HR/MO DUR TRADING:1 DUTIES: ENTITY RECEIVES COMMISSIONS TO PAY BUSINESS. (4) NAME: DAB 22 LLC INV REL: Y ADDR: 6025 BLAKELEY PARK DR, #120 SUITE 102, CHARLOTTE NC 28277 NATURE: PAY BUSINESS EXPENSES POSITION: OWNER START: 12/12/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: LLC PAY RENT, PAYROLL AND OFFICE EXPENSES. ALSO FOR JOINT PSTS (5) NAME: RFG CONSULTING, LLC INV REL: Y ADD: 6025 BLAKENEY PARK DR, SUITE 120, CHARLOTTE, NC 28277 NATURE: CONSULTING POSITION: OWNER, PRESIDENT START DATE: 06/01/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: CONSULTING ON DEVELOPMENT, IMPLEMENTATION, AND OVERSIGHT OF RECORDKEEPING TO ENSURE ACCURATE & COMPLIANT DOCUMENTATION FOR EXECUTIVE BENEFITS, AND REPORTING WITH CREDIT UNION EXECUTIVES, BOARD MEMBERS, AND EMPLOYEES. (6) NAME: QUAN HOLDINGS LLC, INV REL: Y, ADD: 4111-e ROSE LAKE RD., CHARLOTTE, NC 28217, NATURE: BUSINESS INVESTMENT ENTITY, POSITION: CO-OWNER, START DATE: 03/01/2025 NO. HR/MO: 65, NO. HR/MO DURING SEC TRADING: 0, DUTIES: MANAGE BOOKKEEPING, MONITOR EQUIPMENT, BUY AND SELL ASSESTS, MANAGE TAXES AND LEGAL SERVICES, FINANCIAL REPORTING/MONITORING CASH FLOW
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-28 |
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