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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-07-10 |
Branch Locations
6025 Blakeney Park Drive #120, Charlotte, NC 28277 • United States
Waxhaw, NC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Charlotte | NC | 07/2016 | Present |
| Mml Investors Services, Llc | Charlotte | NC | 07/2016 | Present |
1) NAME: EDWARD JORDAN INV REL: Y ADDR: 6025 BLANKENEY PARK DR #120, CHARLOTTE, NC 28277 NATURE: INDIVIDUAL LIFE, HEALTH POSITION: AGENT START: 1/1/2019 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 3. 2) NAME: Jordan Wealth Management LLC INV REL: Y ADD: 6025 Blakeney Park Drive #120, Charlotte, NC 28277 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: Owner START DATE: 03/26/2018 NO. HR/MO: NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: This LLC is solely to process business income and expenses for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
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