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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-16 |
| GA | RA | APPROVED | 2025-05-15 |
Branch Locations
6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States
Acworth, GA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Atlanta | GA | 01/2023 | Present |
| Massmutual Life Insurance Co | Atlanta | GA | 12/2022 | Present |
| Sugar Five Design Llc | Acworth | GA | 02/2014 | Present |
NAME: SUGAR FIVE DESIGN, LLC INV REL: N ADD: 225 CREEKSTONE RIDGE #2, WOODSTOCK, GA 30188 NATURE: MARKETING AGENCY / COURSES TO TEACH MARKETING AGENCIES HOW TO WORK WITH HEALTHCARE CLIENTS POSITION: OWNER / LEAD INSTRUCTOR START DATE: 09/01/2024 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: I OVERSEE OPERATIONS, PROJECT MANAGE, DELEGATE TO CONTRACTORS AND INTERFACE WITH CLIENTS. I AM ALSO RESPONSIBLE FOR THE CREATION AND LICENSING OF A MEDICAL MARKETING COURSE (2) NAME: SPACE, TIME & COMMUNITY HOMESCHOOL CO-OP INV REL: N ADD: 1673 JAMERSON ROAD MARIETTA GA 30066 NATURE: BOARD MEMBER OF THE SPACE, TIME AND COMMUNITY HOMESCHOOL CO-OP POSITION: VICE PRESIDENT START DATE: 07/24/2026 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: 3 DUTIES: ASSIST THE PRESIDENT IN PLANNING AND DELEGATING TASK, ALSO ATTEND BOARD MEETINGS AND SELECT EVENTS AT THE CO-OP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-18 |
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