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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-27 |
| CO | RA | APPROVED | 2020-02-21 |
Branch Locations
2000 S Colorado Blvd, Tower Ii Suite 800, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Denver | CO | 08/2018 | Present |
| Mml Investors Services | Denver | CO | 11/2019 | Present |
| Western Athletic Conference | Englewood | CO | 08/2007 | 12/2018 |
| Castleton University | Castleton | VT | 08/2016 | 12/2016 |
1) Name: Mollie Lehman Inv rel: Y Add: At Residential Address Nature: Simple Rental Properties Position: I will be providing funding Start date: 02/20/2021 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: providing cash from personal savings for purchase of investment properties to gain rental income. 2) NAME: Strategic Wealth Coaching Group LLC INV REL: Y ADD: Residential Address NATURE: Pass Through income from business for tax purposes POSITION: Sole member START DATE: 12/19/2022 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: pass through business for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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