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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-16 |
Branch Locations
6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Atlanta | GA | 04/2025 | Present |
| Mml Investors Services, Llc | Atlanta | GA | 08/2025 | Present |
| Ingrid Consultants | Atlanta | GA | 09/2016 | Present |
| Human Consciousness Consortium | Atlanta | GA | 09/2019 | 06/2025 |
| Ernest Partners, Llc | Atlanta | GA | 09/2014 | 09/2016 |
| Experis Healthcare & Others | Milwaukee | WI | 10/2017 | 06/2025 |
| Susannicholas.oRg | Atlanta | GA | 09/2016 | 06/2025 |
(1) NAME: Ingrid Consultants, INV REL: Y, ADD: At Residential Address, NATURE: Consulting, POSITION: Independent Consultant, START DATE: 10/01/2017, NO. HR/MO: 30, NO. HR/MO DURING SEC TRADING: 0, DUTIES: Healthcare IT Systems Consulting (2) NAME: West Virginia University Foundation Endowment, INV REL: Y, ADD: At Residential Address, NATURE: Scholarship fund, POSITION: Executor, START DATE: 04/01/2021, NO. HR/MO: 1, NO. HR/MO DURING SEC TRADING: 0, DUTIES: Authorize scholarships, donor communications (3) NAME: Susan Nicholas, MD MBA, INV REL: Y, ADD: At Residential Address, NATURE: Public Speaking, POSITION: Professional Speaker & Podcaster, START DATE: 02/01/2026, NO. HR/MO: 6, NO. HR/MO DURING SEC TRADING: 0, DUTIES: Speaking to professional athletics associations, colleges, corporations and associations in the form on keynote presentations, workshops, and conferences. (4) NAME: Susan Nicholas, INV REL: Y, ADD: At Residential Address, NATURE: Outside Insurance Sales, POSITION: Insurance Broker, START DATE: 02/10/2026, NO. HR/MO: 2-4, NO. HR/MO DURING SEC TRADING: 2-4, DUTIES: Life, Disability, Long-term care, Fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
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