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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-09 |
| OK | RA | APPROVED | 2019-09-18 |
Branch Locations
6305 Waterford Blvd Suite 300, Oklahoma City, OK 73118 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Oklahoma City | OK | 07/2014 | Present |
| Mml Investors Services, Llc | Oklahoma City | OK | 08/2014 | 12/2017 |
| Mml Investors Services, Llc | Oklahoma City | OK | 02/2018 | Present |
(1) NAME: EVERGREEN FINANCIAL ALLIANCES BENEFITS@WORK INV REL: Y ADD: 1300 N WALKER AVE SUITE 200 OKLAHOMA CITY OK 73103 NATURE: GROUP LIFE/HEALTH POSITION: SALES START DATE: 10/28/2019 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 40 (2) NAME: EVERGREEN FINANCIAL ALLIANCES INV REL: Y ADD: 6305 WATERFORD BLVD, STE 300 OKLAHOMA CITY, OK 73118 NATURE: DBA FOR TEAM POSITION: FOUNDER START DATE: 01/01/2024 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 2. DESCRIBE DUTIES: THIS IS ONLY THE ENTITY WE USE TO MARKET TO NEW PROSPECTS AND DIFFERENTIATE OURSELVES FROM ALL OTHER MASSMUTUAL ADVISORS. (3) NAME: MS CRAWFISH BOIL INV REL: N ADD: 12777 GRACES TERRACE, EDMOND, OK NATURE: RAISES MONEY AT AN ANNUAL CRAWFISH BOIL TO DONATE TO MS RESEARCH POSITION: GENERAL MEMBER START DATE: 01/01/2024 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: ASK FOR DONATIONS, ASSIST IN ORGANIZING THE EVENT AND DAY OF VOLUNTEER WORK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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