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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
| TN | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federal Express | Nashville | TN | 05/2021 | 08/2021 |
| Trevecca University | Nashville | TN | 05/2019 | 05/2020 |
| Paul Winkler Inc | Goodlettsville | TN | 05/2021 | 08/2021 |
| Ooltewah High School | Ooltewah | TN | 08/2016 | 08/2018 |
| Trevecca Nazarene University | Nashville | TN | 08/2018 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2021 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Nashville | TN | 09/2021 | 04/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2024 | 04/2025 |
| Massmutual Life Insurance Co. | Nashville | TN | 04/2025 | Present |
| Mml Investors Services Llc | Nashville | TN | 05/2025 | Present |
1)Name: Christopher Brock Rickard, Inv Rel: Y Addr: 1011 44TH AVE N, Unit 13, Nashville TN 37209, Nature: Outside Insurance, Position: Agent, Start: 4/15/2025, No Hr/Mo: 5 No Hr/Mo Dur Trading:5 Duties: Life, Disability & Long-term care. 2)Name: LMP Consulting LLC, DBA Elevate Strategy and Consulting, Inv Rel: N Addr: 20733 Lagoona Drive, Cornelius NC 28031, Nature: Consulting-Coaching & Mentoring, Position: Consultant, Start: 2/10/2026, No Hr/Mo: 8 No Hr/Mo dur Trading: 0 Duties: Coaching and mentoring other business professionals on business and professional growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-25 |
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