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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2022-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company/Capital Financial Group | Tupelo | MS | 04/2019 | 03/2022 |
| Transamerica Agency Network | Tupelo | MS | 02/2016 | 04/2019 |
| Transamerica Financial Advisors, Inc | Tupelo | MS | 03/2022 | Present |
| Mass Mutual/Capital Financial Group | Tupelo | MS | 04/2019 | 03/2022 |
| Transamerica Agency Network | Tupelo | MS | 02/2016 | 04/2019 |
| Mass Mutual Investor Services | Tupelo | MS | 01/2020 | 03/2022 |
| United Financial Services | Tupelo | MS | 02/2016 | 04/2019 |
| Transamerica Agency Network | Baltimore | MD | 01/2022 | Present |
| United Financial Sefvices | Tupelo | MS | 01/2022 | Present |
| Creative Financial Solutions, Llc | Saltillo | MS | 01/2022 | Present |
| Mass Mutual | Springfield | MA | 04/2019 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc TRANSAMERICA AGENCY NETWORK/Investment Related - YES/100 Light St. Baltimore MD 21202/Insurance Sales/Agent/01.2022/30/30/Sales UNITED FINANCIAL SEFVICES/Investment Related - No/100 Light St. Baltimore, MD. 21202/Fixed annuity products/Agent/01.2022/5/5/Sales CREATIVE FINANCIAL SOLUTIONS, LLC/Investment Related - No/117 Pete Ave Saltillo, MS 38866/Insurance related consulting/Owner/01.2022/5/5/Consultation about insurance related matters MASS MUTUAL POSITION: agent NATURE: insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 1295 State St, Springfield MA 01111, United States DESCRIPTION: I do not actively engage in any sales activity. I was only receiving renewal commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-28 |
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