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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| NC | RA | APPROVED | 2015-01-22 |
Branch Locations
4350 Congress Street Suite 300, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Charlotte | NC | 06/2014 | Present |
| Mml Investors Services, Llc | Charlotte | NC | 06/2014 | Present |
(1)Name: R.P.C.G, LLC - Retirement Plan Consulting Group Inv rel: Y Addr: 4350 Congress St., Ste. 300, Charlotte, NC 28209 Nature: Financial Planning and Advising Position: Advisor Start: 10/01/2021 No hrs/mo: 180 No hrs/mo dur trading: 7 Duties: Financial Advising and Planning for retirement plan clients and retail clients. (2)Name: KANDN Holding LLC Inv rel: Y Addr:30 N. Gould St., Suite R, Sheridan WY 82801 Nature: Real Estate, Business Investing Position: Owner Start: 11/12/2024 No hrs/mo: 8 No hrs/mo dur trading: 0 Duties: Perform research and due diligence to seek out investment opportunities and invest in residential and commercial real estate and closely held businesses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-09 |
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