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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-12 |
Branch Locations
7393 Hodgson Memorial Dr Suite 201, Savannah, GA 31406 • 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 |
|---|---|---|---|---|
| Mass Mutual | Savannah | GA | 05/2002 | 08/2024 |
| Mmlisi | Savannah | GA | 05/2002 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Savannah Wealth Group | Savannah | GA | 08/2024 | Present |
1.Fixed insurance referrals; as of 01/08/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2.Fixed insurance sales; as of 05/01/2022; 5% of time spent during business hours; Conducted at branch location; Investment related. 3.Co-Owner, Savannah Wealth Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2016; 20% of time spent during business hours; Conducted at branch; Investment related. 4.Co-Owner, SWG Insurors, LLC established to facilitate insurance business, as of 01/08/2024; 1% of time spent during business hours; Conducted at branch; Investment related. 5. Owner, Mason Janene Madison James, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 6/11/2024; 100% time spent during business hours; Conducted at branch; Investment related. 6. o-owner, SWG RE Holdings, LLC; an entity created for the purpose of owning real estate in Statesboro GA, as of 9/16/2025; 0% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-03 |
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