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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2012-01-10
  • TN RA
    APPROVED
    Since 2012-01-10

Branch Locations

1225 Weisgarber Rd. Ste. 180, Knoxville, TN 37909 • United States

Knoxville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Knoxville TN 11/2010 Present
Mml Investor Services, Llc Knoxville TN 07/2011 Present
  • 11/2010 → Present
    Massmutual Life Insurance Company
    Knoxville, TN
  • 07/2011 → Present
    Mml Investor Services, Llc
    Knoxville, TN
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-30
  • S66 Uniform Combined State Law Examination
    2011-11-30
Designations

View on SEC IAPD

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