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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
| OK | RA | APPROVED | 2025-09-05 |
Branch Locations
6305 Waterford Blvd Suite 300, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica | Duluth | GA | 01/2018 | 12/2018 |
| Whittets Country Store | Alva | OK | 05/2010 | 12/2018 |
| Iofina Resources | Greenwood Village | CO | 08/2018 | 12/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2019 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Oklahoma City | OK | 02/2019 | 08/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2019 | 08/2025 |
| Massmutual Life Insurance Co | Oklahoma City | OK | 08/2025 | Present |
| Mml Investors Services, Llc | Oklahoma City | OK | 09/2025 | Present |
NAME: BLUECREST FINANCIAL ALLIANCES INV REL: Y ADD: 6305 WATERFORD BLVD, SUITE 300 OKLAHOMA CITY, OK 73118 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 08/20/2025 No. HR/MO: 40. No. HR/MO DURING SEC TRADING: 40. DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-14 |
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