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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
Houston, TX • United States
5100 Poplar Ave Suite 2300, Memphis, TN 38137 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc. | Houston | TX | 07/2008 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 12/2022 | 04/2026 |
| Bank Of America, N.A. | Houston | TX | 01/2023 | 04/2026 |
| Massmutual Life Insurance Company | Memphis | TN | 04/2026 | Present |
| Mml Investors Services, Llc | Memphis | TN | 04/2026 | Present |
(1) NAME: ALEX MILLER INV REL: Y ADD: RESIDENTIAL NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 04/10/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DUTIES: LIFE, DISABILITY AND LONG-TERM CARE. (2) NAME: ANCHOR WEALTH PLANNING, LLC INV REL: Y ADD: RESIDENTIAL NATURE: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT POSITION: MANAGING PARTNER START DATE: 04/29/2026 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DUTIES: RUN DAILY OPERATIONS INCLUDING PROSPECTING FOR NEW CLIENTS, SERVICING EXISTING CLIENTS AND MANAGING CLIENTS FINANCIAL PLANNING AND INVESTMENTS NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-05 |
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