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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-04 |
| TN | RA | APPROVED | 2018-05-03 |
Branch Locations
10 Cadillac Dr Suite 300, Brentwood, TN 37027 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Nylife Insurance Comp. | Franklin | TN | 10/2006 | 02/2018 |
| Nylife Securities, Llc | Franklin | TN | 02/2007 | 02/2018 |
| The Legacy Financial Group | Franklin | TN | 02/2010 | Present |
| Eagle Strategies Llc | Franklin | TN | 05/2011 | 02/2018 |
| Massmutual Life Insurance Company | Brentwood | TN | 03/2018 | Present |
| Mml Investors Services, Llc | Brentwood | TN | 04/2018 | Present |
NAME: LIGHTHOUSE PLANNING INV REL: Y ADD: 10 CADILLAC DR SUITE 300 BRENTWOOD TN 37027 NATURE: INDIVIDUAL LIFE/HEALTH POSITION: AGENT START DATE: 01/2012 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-26 |
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