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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| GA | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Colquitt | GA | 09/2014 | 05/2021 |
| Mml Investors Services, Llc | Colquitt | GA | 10/2014 | 05/2021 |
| Capital City Bank | Colquitt | GA | 05/2021 | 09/2025 |
| Lpl Financial Llc | Colquitt | GA | 05/2021 | 09/2025 |
| Mml Investors Services, Llc | Bainbridge | GA | 09/2025 | Present |
| Massmutual Life Insurance Co | Bainbridge | GA | 08/2025 | Present |
(1) Name: Paul Lanier Bridges, III Inv Rel: Y Add: 101 W. Water Street, Unit A, Bainbridge, GA 39817 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 09/01/2025 No. Hr/Mo: 5 No. Hr/Mo During Sec Trading: 0 Duties: Life, disability, long-term care, fixed annuities, health. (2) Name: Strategic Wealth Partners, LLC Inv Rel: Y Add: 2419 Andover Dr, Valdosta, GA 31602 Nature: Business entity for DBA engaging in sales & service of insurance, investments, and advisory services. This entity will accept passthrough compensation for tax purposes. Position: Owner, Partner Start Date: 09/01/2025 No. Hr/Mo: 200 No. Hr/Mo During Sec Trading: 160 Duties: Work with clients in creating estate planning. (3) Name: Rock Road Cattle Company, LLC Inv Rel: Y/N Add: At residential address Nature: Beef, cattle and horse sales Position: Member, Owner Start Date: 01/01/2015 No. Hr/Mo: 1 No. Hr/Mo During Sec Trading: 0 Duties: Manage beef, cattle, horses, and farming business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-21 |
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