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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-22 |
| NC | RA | APPROVED | 2017-03-25 |
Branch Locations
4350 Congress Street Suite 300, Charlotte, NC 28209 • United States
6451 Morehead Rd, Harrisburg, NC 28075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Resources | Charlotte | NC | 01/2006 | 03/2017 |
| Massmutual Life Insurance Company | Harrisburg | NC | 07/2016 | Present |
| Mml Investors Services, Llc | Harrisburg | NC | 03/2017 | Present |
1)NAME: KENNETH ALTMAN INV REL: Y ADDR: 6451 MOREHEAD ROAD, HARRISBURG, NC 28075 NATURE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, MEDICARE, DENTAL, AUTO & HOME, VOLUNTARY BENEFITS, LTC, FINAL EXPENSE POSITION: SALES, AGENT START: 1/1/2018 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 2. 2)NAME: SRS FINANCIAL GROUP, LLC INV REL: Y ADDR: 6451 MOREHEAD ROAD, HARRISBURG, NC 28075 NATURE: ENTITY EXISTS TO RECEIVE INCOME AND PAY OPERATIONAL EXPENSES POSITION: OWNER START: 04/03/2023 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-16 |
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