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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-01-10 |
Branch Locations
1225 Weisgarber Rd. Ste. 180, Knoxville, TN 37909 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Knoxville | TN | 11/2010 | Present |
| Mml Investor Services, Llc | Knoxville | TN | 07/2011 | Present |
NAME: BRYAN POWELL INV REL: Y ADDR: 1000 HARBOUR SHORE DR, KNOXVILLE, TN 37934 NATURE: RENTAL INCOME POSITION: OWNER START DATE: 08/01/2023 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: PROPERTY OWNER. A PROPERTY MANAGEMENT COMPANY WILL MANAGE THE RENTAL. (2) NAME: POWELL VENTURES, LLC INV REL: Y ADD: RESIDENTIAL NATURE: LLC FOR TAX PURPOSES TO RECEIVE INCOME FROM CPRG OWNERSHIP POSITION: PRESIDENT/OWNER START DATE: 04/29/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: SOLE MEMBER OF LLC. CREATED TO OWN A PARTNERSHIP INTEREST IN CAPITAL PLANNING RESOURCE GROUP. (3) NAME: CAPITAL PLANNING RESOURCE GROUP, LLC INV REL: Y ADD: 1225 E WEISGARBER RD, SUITE 180, KNOXVILLE, TN 37909 NATURE: LLC FOR TAX PURPOSES TO CAPTURE REVENUE, PAY EXPENSES OF FEE-BASED FINANCIAL PLANNING COMPANY POSITION: DIRECTOR OF PLANNING/OWNER START DATE: 01/01/2023 NO. HR/MO: 167 NO. HR/MO DURING SEC TRADING: 167 DUTIES: RESPONSIBLE FOR HIRING, TRAINING, DEVELOPMENT AND ONGOING IMPROVEMENT OF SERVICES PROVIDED BY CPRG
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-30 |
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