Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-07-14 |
Branch Locations
9097 Atlee Station Rd Suite 304, Mechanicsville, VA 23116 • United States
Ashland, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Mechanicsville | VA | 07/2015 | Present |
| Mml Investors Services, Llc | Mechanicsville | VA | 08/2015 | Present |
(1) NAME: TYLER WHITE OR FINANCIAL GROUP OF VIRGINIA OR VARIOUS CARRIERS INV REL: Y ADD: 9097 ATLEE STATION RD, SUITE 304, MECHANICSVILLE, VA 23116 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LTC, DI POSITION: AGENT START DATE: 7/2015 NO HRS/MO: 5 NO HRS/MO DURING SEC TRADING: 5. (2) NAME: CLEAR WATER CAPITAL INV REL: Y ADDR: 9097 ATLEE STATION RD, SUITE 304, MECHANICSVILLE, VA 23116 NATURE: OTHER- DBA WITH MASSMUTUAL POSITION: PARTNER START: 11/17/21 NO HRS/MO: 40 NO HRS/MO DUR SEC TRADING: 40 DESCRIBE DUTIES: TO BUILD AND GROW A FINANCIAL PLANNING PRACTICE UNDER MASSMUTUAL'S UMBRELLA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-06 |
Reach out to this advisor