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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-14 |
Branch Locations
6025 Blakeney Park Drive #120, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Charlotte | NC | 03/2025 | Present |
| Mml Investors Services, Llc | Charlotte | NC | 04/2025 | Present |
| Harris Teeter | Weddington | NC | 09/2018 | 05/2019 |
| Restoration Hardware | Charlotte | NC | 05/2021 | 08/2021 |
| Weddington High School | Weddington | NC | 04/2015 | 06/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2019 | 12/2023 |
| Unemployed | Charlotte | NC | 01/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-16 |
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