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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
2201 Civic Circle Suite 401, Amarillo, TX 79109 • United States
Amarillo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Dallas | TX | 07/2016 | Present |
| Mml Investors Services | Amarillo | TX | 09/2019 | Present |
| Summit Financial Group | Amarillo | TX | 01/2007 | 10/2016 |
| Bhr Management Company, Llc/Massmutual | Amarillo | TX | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-23 |
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