Dane Cooper

Current Employers

Employment History

• 07/2010 → 02/2024
  Massmutual Life Insurance Co
  Atlanta, GA
• 01/2011 → 02/2024
  Mml Investors Services, Llc
  Atlanta, GA
• 02/2024 → Present
  Newedge Securities
  Pittsburgh, PA
• 02/2024 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2011-11-30 → 2024-02-07
  Mml Investors Services, Llc
  Atlanta, GA

Other Businesses

1) PCGH Collaboration LLC*Yes Invest*Brookhaven, GA*LLC for shared expenses*9/23/2022 2)The Pierce Company LLC*Yes Invest*Atlanta, GA*Receives investment income from NEA*9/23/2024*Owner, President 3)Streamline Wealth*Atlanta, GA*Yes Invest*Investment sales and financial planning*DBA Streamline Wealth*9/23/2023*Partner*Financial planning and investment sales*40 Hrs per mnth 4) Ash Brokerage - Insurance and Fixed Annuity Sales - through dba Streamline Wealth - 09/23/2010 - Corporation - Insurance and fixed annuity sales - 5 hours per month are devoted to this activity during trading hours - Commission. 5) Piedmont Insurance Brokerage - 100 Crown Pointe Pkwy, Suite 1800, Atlanta, GA - dba Streamline Wealth - 09/2024 - Insurance and fixed annuity sales - life and disability insurance commissions and fixed annuity commissions - 5 hours are devoted to this activity during trading hours. 6) Hanleigh Insurance Brokerage - 2 Waterside Crossing Suite 403 Windsor, CT 06095 - Group Disability Insurance Provider - dba Streamline Wealth - LLC - 09/2013 - receive residual insurance commissions - will not conduct any new business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-28
• S63 Uniform Securities Agent State Law Examination
  2011-04-04