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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-14 |
| MN | RA | APPROVED | 2017-03-25 |
Branch Locations
2 Carlson Parkway N Suite 320, Plymouth, MN 55447 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Minnetonka | MN | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Plymouth | MN | 03/2017 | Present |
| Mass Mutual Life Insurance Company | Plymouth | MN | 07/2016 | Present |
(1) Name: Charterpoint Wealth Strategies Inv rel: Y Add:2 Carlson Parkway Suite 320, Plymouth, MN 55447 Nature: Ind Life/Health, P&C, Group Life Position: Sales/Agent Start Date: 06/01/2019 NO. HR/MO: 4 NO. HR/MO during sec trading: 0 (2) Name: The McConachie Team Inv rel: Y Add: 2 Carlson Parkway Suite 320, Plymouth, MN 55447 Nature: LLC Position: Owner/CEO Start date: 08/16/2021 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: DBA for business purpose. (3) Name: Prosper Hill Wealth Management Inv rel: Y Add: 2 Carlson Parkway Suite 320, Plymouth, MN 55447 Nature: Legal entity for business purposes Position: Owner Start date: 05/01/2025 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe Duties: Legal entity for business purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-01 |
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