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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
| GA | RA | APPROVED | 2020-10-26 |
Branch Locations
6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States
Peachtree Corners, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berry College | Mt Berry | GA | 08/2015 | 05/2019 |
| Mass Mutual Life Insurance Co | Atlanta | GA | 07/2019 | Present |
| Mml Investors Services, Llc | Atlanta | GA | 06/2020 | Present |
| Unemployed | Hoschton | GA | 05/2019 | 07/2019 |
(1) NAME: JACK GILES INSURANCE, INV REL: Y, ADD: 6 CONCOURSE PKWY, SUITE 2700, ATLANTA, GA 30328 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 4/3/24, NO. HR/MO: 5, NO. HR/MO DURING SEC TRADING: 0, DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES & HEALTH. (2) NAME: JACK GILES WEALTH MANAGMENT, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 01/01/2026, NO. HR/MO: 1, NO. HR/MO DURING SEC TRADING: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-14 |
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