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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-10-15 |
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 |
|---|---|---|---|---|
| Full Time Student | Shawnee | OK | 06/2009 | 05/2019 |
| Momentum Independent Network Inc. | Oklahoma City | OK | 06/2019 | 10/2025 |
| Bricktown Roofing And Construction | Oklahoma City | OK | 12/2020 | Present |
| Morganite Fence Solutions | Oklahoma City | OK | 09/2020 | Present |
| Hilltop Securities Independent Network Inc. | Shawnee | OK | 06/2019 | 06/2019 |
| Mml Investors Services, Llc | Springfield | MA | 10/2025 | Present |
| Massmutual Life Insurance Co | Springfield | MA | 09/2025 | Present |
(1) Name: Morganite Fence Solutions Inv rel: N Add: Residential Nature: Construction Position: Owner Start Date: 09/2020 No. Hr/MO: 2. No. HR/MO During Sec Trading: 0. Describe Duties: Yard and fence maintenance. (2) Name: Bricktown Roofing and Construction Inv rel: N Add: 2933 NW 138th St, Oklahoma City, OK 73134-0905 Nature: Construction Position: Owner Start Date: 12/15/2020 No. Hr/MO: 16. No. HR/MO During Sec Trading: 0. Describe Duties: Ownership role. Weekly sales calls with managers and sales team. Occasionally go to construction sites. (3) Name: Bluecrest Financial Alliances Inv rel: Y Add: 4241 Dallas PKWY, Suite 1200 Dallas, TX 75254 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 09/24/2025 No. Hr/MO: 160. No. HR/MO During Sec Trading: 160. Describe Duties: Life, Disability, Long-term care, Fixed Annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
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