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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-26 |
Branch Locations
14241 Dallas Parkway Suite 1200, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Plano | TX | 06/2011 | 02/2018 |
| Mwa Financial Services Inc | Plano | TX | 08/2011 | 02/2018 |
| Shey Stegall | Rockwall | TX | 08/2009 | Present |
| Stegall Ventures Llc | Rockwall | TX | 08/2017 | Present |
| Mml Investors Services | Dallas | TX | 02/2018 | Present |
| Massmutual | Dallas | TX | 01/2018 | Present |
(1) NAME: SHEY STEGALL INV REL:Y ADDR: @RESIDENCE NATURE: OUTSIDE INSURANCE POSITION: AGENT, START: 2/1/18 NO HR/MO:1 NO HR/MO DUR TRADING:1. DESCRIBE DUTIES: LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH (2) NAME: STEGALL VENTURES LLC, INV REL:Y ADDR:@RESIDENCE NATURE: REAL ESTATE - RENTAL PROPERTY POSITION:OWNER START:8/11/2017 NO HR/MO:2 NO HR/MO DUR TRADING:0 (3) NAME: COOPER LAKE RV PARK, LLC INV REL: Y ADDR: 1231 W DALLAS AVE. COOPER, TX 75432 NATURE: THE BUSINESS WILL RENT SPACES FOR PEOPLE TO PARK RVS POSITION: MEMBER/OWNER START: 08/15/2022 NO HR/MO: 1 NO HR/MO DUR TRADING: 0 DESCRIBE DUTIES: STRATEGIC BUSINESS GUIDANCE. I WILL NOT RUN OPERATIONS OR PROVIDE ANY LABOR (4) NAME: BLUECRESTFA, LLC INV REL: Y ADD: 14241 DALLAS PARKWAY SUITE 1200, DALLAS TX 75254 NATURE: MASS MUTUAL GENERAL AGENCY POSITION: PRESIDENT/OWNER START DATE: 03/22/2024 No. HR/MO: 160. No. HR/MO DURING SEC TRADING: 160. DESCRIBE DUTIES: LEAD A MASS MUTUAL GENERAL AGENCY (5) NAME: TRAUMA SUPPORT SERVICES INV REL: N ADD: 11882 GREENVILLE AVE, DALLAS TX 75243 NATURE: BOARD OF DIRECTORS POSITION: BOARD MEMBER START DATE: 08/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SERVE ON THE BOARD OF DIRECTORS FOR THIS NON-PROFIT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-18 |
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