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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-14 |
Branch Locations
10101 Reunion Place Ste 360, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | San Antonio | TX | 12/2019 | Present |
| Mml Investors Services, Llc | San Antonio | TX | 03/2020 | Present |
| Financial Wellness Coaching Services, Llc | San Antonio | TX | 07/2011 | Present |
NAME: EXIT WITH PURPOSE INV REL: Y ADD: RESIDENTIAL ADD NATURE: FINANCIAL COACH, HELP PEOPLE WITH BUDGETING, SAVING AND GETTING OUT OF DEBT POSITION: OWNER START DATE: 09/01/2018 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: BUSINESS CONSULTING AND SPEAKING ENGAGEMENTS TO HELP CLIENTS PREPARE TO EXIT THEIR BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-26 |
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