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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-18 |
| NC | RA | APPROVED | 2022-03-31 |
Branch Locations
4000 Westchase Blvd Suite 400, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Raleigh | NC | 06/2021 | Present |
| Mml Investor Services, Llc | Raleigh | NC | 06/2021 | Present |
| Student | Raleigh | NC | 08/2010 | 08/2021 |
| Appalachian State Tutoring Services | Boone | NC | 08/2019 | 09/2021 |
| Manchester Marlins | Raleigh | NC | 05/2019 | 08/2020 |
(1) NAME: ANCHOR WEALTH, LLC INV REL: Y ADD: 4000 WESTCHASE BLVD, RALEIGH, NC 27606 NATURE: RECEIVING MM/MMLIS - RELATED INCOME POSITION: AGENT START DATE: 02/14/2023 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: LLC IS SET UP TO RECEIVE INCOME FROM MM/MMLIS (2) NAME: LIFETIME FITNESS INV REL: N ADD: 1120 HEALTHY WAY CARY NC 27519 NATURE: COACH POSITION: COACH START DATE: 07/01/2026 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DUTIES: SWIM COACH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-21 |
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