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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| GA | RA | APPROVED | 2024-07-29 |
| TN | RA | APPROVED | 2022-04-05 |
Branch Locations
6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States
Moscow, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Financial Services, Llc | Collierville | TN | 06/2008 | 10/2021 |
| Lovelace Insurance Agency | Collierville | TN | 10/2013 | 10/2021 |
| Crd Properties Llc | Moscow | TN | 03/2014 | Present |
| Loudmouth Motor Sports Inc | Olivebranch | MS | 11/2018 | 08/2020 |
| Mml Investors Services, Llc | Moscow | TN | 10/2021 | Present |
| Massmutual Life Insurance Company | Moscow | TN | 10/2021 | Present |
(1)Name: CRD Properties LLC Inv rel: Y Add: At Residential Address Nature: Rental Income; Apartment Complex Position: Owner Start date: 03/2014 No. HR/MO: 5 No. HR/MO dur trading: 0 Describe duties: Run and maintain the apartment complex. (2)Name: Kenneth Bowley Inv rel: Y Add: At Residential Address Nature: Outside Insurance; Life, Disability, Long-term care, Fixed annuities, and Health Position: VP/Financial Services Representative Start date: 01/15/2022 No. HR/MO: 2 No. HR/MO dur trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-19 |
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