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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-30 |
| TN | RA | APPROVED | 2004-02-23 |
Branch Locations
736 Georgia Ave Suite 409, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Chattanooga | TN | 11/2003 | Present |
| Mml Investors Services, Llc | Chattanooga | TN | 12/2003 | Present |
(1) NAME: JEFF TURNER INV REL: Y ADDR:AT RESIDENTIAL ADDRESS NATURE: LIFE, HEALTH, GROUP AND VOLUNTARY BENEFITS INSURANCE SALES POSITION: AGENT START DATE: 2005 NO. HR/MO: 8 NO. HR/MO DURING SEC TRADING: 8 (2) NAME: IGONOOGA/INGOODORDERCHATTANOOGA INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: FEE BASED INSURANCE ADVISOR POSITION: OWNERSHIP START DATE: 2016 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: FIXED INSURANCE AUSITS AND REVIEWS. NON-SECURITIES BUSINESS CONSULTING (3) NAME: JEFF TURNER INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: REFERRAL PARTNER FOR HEARTLAND PAYMENT SYSTEMS (PAYROLL, HUMAN RESOURCE, AND POS SERVICES) POSITION: SALES START DATE: 2016 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 (4) NAME: MONICO PLANNING PARTNERS INV REL: Y ADD: 736 GEORGIA AVENUE SUITE 406 CHATTANOOGA TN 37405 NATURE: GENERAL PARTNERSHIP POSITION: GENERAL PARTNER START DATE: 3/17/2022 NO HRS/MO: 160 NO HRS/MO DUR TRADING: 160 DUTIES: SAME ACTIVITIES UNDER PRIOR DBA " CONTINUUM PLANNING PARTNERS"
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-31 |
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