Charles Emerson

Current Employers

Employment History

• 07/2010 → 10/2017
  Invest Financial Corp
  Tampa, FL
• 09/2017 → Present
  Mass Mutual Life Insurance Company
  Memphis, TN
• 10/2017 → Present
  Mml Investors Services
  Memphis, TN

Previous Registrations

• 2010-07-21 → 2017-10-26
  Invest Financial Corporation
  Hernando, MS
  Appleton, WI
  Southaven, MS
  Horn Lake, MS
  Memphis, TN
  Memphis, TN
• 2005-05-26 → 2010-07-23
  New England Securities
  Memphis, TN
  Memphis, TN

Other Businesses

(1) NAME: STEWARDSHIP PROPERTIES, LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REAL ESTATE POSITION: OWNERSHIP START: 01/01/2017 NO/HRS: 1 NO/HRS DUR TRADING: 0. (2) NAME: CHRIST COVENANT CHURCH INV REL: N ADDR: 1068 THOUSAND OAKS HERNANDO MS 38632 NATURE: RELIGION POSITION: MEMBER/RULING ELDER START: 01/2012 NO/HRS: 10 NO/HRS DUR TRADING: 2. (3) NAME: INDEPENDENT PLANNING GROUP INV REL: Y ADDR: 2430 CAFFEY ST HERNANDO MS 38632 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, & GROUP HEALTH POSITION: SALES START: 09/13/2010 NO/HRS: 2 NO/HRS DUR TRADING: 2. (4) NAME: IPG, LLC, INV REL: Y ADDR: 2430 CAFFEY ST HERNANDO MS 38632, NATURE: SHELL COMPANY FOR TAX PURPOSES, POSITION: PARTNER, START: 02/01/2022, NO HR/MO: .5 NO HR/MO DUR TRADING:.5 DUTIES: NON. THIS IS A PASS-THROUGH ENTITY FOR TAX PURPOSES. (5) NAME: PINE LAKE HOLDINGS, LLC INV REL: Y ADD: RESIDENTIAL NATURE: LLC FOR LAND PURCHASE POSITION: PARTNER START DATE: 09/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: LLC FOR LAND PURCHASE FOR HUNTING/FISHING CLUB

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-09
• S63 Uniform Securities Agent State Law Examination
  2004-06-25

Designations

Other Names

• Chas Emerson