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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-12 |
Branch Locations
300 North Greene Street Suite 900, Greensboro, NC 27401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica | Greensboro | NC | 10/2015 | 09/2016 |
| Massmutual Life Insurance Co | Greensboro | NC | 02/2017 | 02/2018 |
| Mml Investors Services, Llc | Greensboro | NC | 09/2017 | 12/2017 |
| Jd Financial Group And Associates Inc | Greensboro | NC | 02/2018 | Present |
| National Life Group | Greensboro | NC | 02/2018 | 01/2025 |
| Equity Services, Inc. | Winston Salem | NC | 05/2018 | 05/2019 |
| Equity Services, Inc. | Greensboro | NC | 04/2023 | 11/2024 |
| Massmutual Life Insurance Co | Greensboro | NC | 01/2025 | Present |
| Mml Investors Services, Llc | Greensboro | NC | 02/2025 | Present |
| Independent Broker | Greensboro | NC | 10/2016 | 01/2017 |
(1) NAME: JD Financial Group and Associates, Inc, INV REL: Y, ADD: 300 N. Greene Street, Suite 900, Greensboro , NC, 27401, NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 2/15/2018, NO. HR/MO: 5, NO. HR/MO DURING SEC TRADING: 5, DUTIES: Life, Fixed Annuities, Final Expenses (2) NAME: James Dean, INV REL: N, ADD: Residential Address, NATURE: Business Consulting, POSITION: Coach, START DATE: 2/15/2021, NO. HR/MO: 5, NO. HR/MO DURING SEC TRADING: 5, DUTIES: Personal and career development, business performance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-04 |
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