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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-07-06 |
Branch Locations
1 Cool Blow St Ste 321, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Charleston | SC | 07/2015 | Present |
| Mml Investors Services, Llc | Charleston | SC | 01/2017 | Present |
(1) Name: Cameron Mactavish Inv rel: Y Add: 40 Calhoun St. Ste 310 Charleston SC 29401 Nature: Outside Insurance; Life and Disability Position: Agent Start date: 07/01/2021 No. HR/MO: 2 No. HR/MO during sec trading: 2 (2) NAME: AFFLUENCE CONSULTING GROUP INV REL: Y ADDR: 1 COOL BLOW ST, STE 321, CHARLESTON, SC 29403 NATURE: BUSINESS PLANNING CONSULTING POSITION: ADVISOR START DATE: 05/15/2024 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: .5 DUTIES: CONSULTING ALONGSIDE AFG PARTNERS TO OFFER HOLLISTIC BUSINESS PLANNING. INCLUDING SUCCESSION PLANNING AND EXIT STRATEGIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-17 |
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