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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-04 |
| SC | RA | APPROVED | 2017-03-25 |
Branch Locations
1 Cool Blow St Ste 321, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Charleston | SC | 10/2009 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | Present |
| Mml Investors Services, Llc | Charleston | SC | 03/2017 | Present |
1) NAME: AFFLUENCE CONSULTING GROUP LLC INV REL: Y ADD: 1 COOL BLOW ST SUITE 321, CHARLESTON, SC 29403 NATURE: OTHER - CONSULTING SERVICES POSITION: OFFICER START DATE: 02/1/2018 No. HR/MO: 10. No. HR/MO DURING SEC TRADING: 6. 2) NAME: ASH BROKERAGE INV REL: Y ADD: 888 HARRISON ST, #900 FORT WAYNE, IN 46802 NATURE: NONMMLIA POSITION: AGENT START DATE: 12/01/2017 No. HR/MO: 4. No. HR/MO DURING SEC TRADING: 2 3) NAME: HILB: Y ADD: 218 TRADE ST, GREER SC 29651 NATURE: GROUP LIFE, GROUP HEALTH, OTHER - HILB POSITION: AGENT START DATE: 09/2013 No. HR/MO: 4. No. HR/MO DURING SEC TRADING: 3. 4) NAME: ASHAR GROUP INV REL: Y ADD: 1800 PEMBROOK DR, #240, ORLANDO, FL 32810 NATURE: LIFE SETTLEMENTS/VIATICALS POSITION: AGENT START DATE: 05/2016 No. HR/MO: 1No. HR/MO DURING SEC TRADING: 1. 5) NAME: AFFLUENCE FINANCIAL GROUP LLC REL: Y ADD: 1 COOL BLOW ST SUITE 321, CHARLESTON, SC 29403 NATURE: OTHER - LLC FOR BANKING PURPOSES OF EXPENSES POSITION: AGENT START DATE: 04/2019 No. HR/MO: 2 No. HR/MO DURING SEC TRADING: 2 6) NAME: 4 THE BOYS LLC REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNERSHIP START DATE: 05/01/2019 No. HR/MO: 2 No. HR/MO DURING SEC TRADING: 0 7) NAME: COOL BLOW PROPERTIES LLC REL: Y ADD: 1 COOL BLOW ST SUITE 321, CHARLESTON, SC 29403 NATURE: SIMPLE RENTAL PROPERTY POSITION: CO-OWNER START DATE: 07/01/2020 No. HR/MO: 1 No. HR/MO DURING SEC TRADING: 1 8) NAME: AFFLUENCE MARKETING GROUP LLC REL: Y ADD: 1 COOL BLOW ST SUITE 321, CHARLESTON, SC 29403 NATURE: OTHER - MERGERS AND ACQUISITIONS POSITION: VP START DATE: 06/01/2021 No. HR/MO: 8 No. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: GATHER DATA, INTRODUCTION TO THIRD PARTY M & A PARTNERS. 9) NAME: SIB INV REL: Y ADD: 1 COOL BLOW ST. SUITE 321 CHARLESTON SC 29403 NATURE: REFERRAL FOR SIB - FIXED COST REDUCTION FOR BUSINESSES POSITION: AGENT START DATE: 07/01/2022 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 2. 10) NAME: ONE COOL BLOW CONDOMINIUM ASSOCIATION INV REL: N ADDR: 1 COOL BLOW ST, STE 321, CHARLESTON, SC 29403 NATURE: CONDO ASSOCIATION POSITION: BOARD MEMBER START DATE: 06/25/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: HOMEOWNER ASSOCIATION RELATED TO THE OFFICE BUILDING AGENCY IS LOCATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-15 |
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