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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-04 |
| TN | RA | APPROVED | 2020-02-26 |
Branch Locations
5100 Poplar Ave Suite 2300, Memphis, TN 38137 • United States
Collierville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midsouth Financial Group/Massmutual | Memphis | TN | 02/2013 | Present |
| Mml Investors Services | Memphis | TN | 03/2013 | Present |
(1) Name: Manna Stewardship Inv rel: Y Add: Residential address Nature: Personal LLC for tax purposes only Position: Ownership Start date: 4/01/2016 No. HR/MO: 0 No. HR/MO during sec trading: 0. (2) Name: Danny Dennis Inv Rel: N Add: Residential Add Nature: Participate in FLW Tour sanctioned fishing tournament Position: Participant Start Date: 9/28/2019 No Hrs/Mo: 1.5 No Hrs/Mo Dur Trading: 0. (3) Name: Stewardshipp Planning Partners Inv rel: Y Add: 5100 Poplar Ave Ste 2300 Memphis, TN. 38137 Nature: Life, DI and LTC insurance sales Position: Independent contractor Start date: 9/21/2020 No. HR/MO: 2 No. HR/MO during sec trading: 2. (4) Name: Stewardshipp, LLC Inv Rel: Y Add: 5100 Poplar Avenue, Suite 2300 Memphis TN 38137 Nature: LLC to capture income and pay DBA expenses Position: Financial Planner/ Founding Partner Start Date: 5/10/2022 No Hrs/Mo: 1 No Hrs/Mo Dur Trading: 0 Duties: Managing the checking account, pay office expenses and other accounting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-19 |
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