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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| VA | RA | APPROVED | 2013-10-22 |
Branch Locations
468 Viking Dr Suite 102, Virginia Beach, VA 23452 • United States
Virginia Beach, VA • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Virginia Beach | VA | 09/2006 | Present |
| Mml Investors Services, Llc | Virginia Beach | VA | 10/2006 | Present |
NAME: CFM BUSINESS MANAGEMENT INV REL: Y ADD: 600 LYNNHAVEN PARKWAY SUITE 201 VIRGINIA BEACH VA 23452 NATURE: BUSINESS CONSULTING/COACHING TO BUSINESS OWNERS POSITION: OWNER START DATE: 4/1/19 NO HRS/MO: 15 NO HRS/MO DUR TRADING: 15
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-04 |
| S66 | Uniform Combined State Law Examination | 2005-05-19 |
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