Robert Samuel Mcwilliams

Current Employers

Employment History

• 05/2014 → 08/2024
  Massachusetts Mutual Life Insurance Co
  Savannah, GA
• 06/2014 → 08/2024
  Mml Investors Services, Llc
  Savannah, GA
• 08/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2024 → Present
  Savannah Wealth Group
  Savannah, GA

Previous Registrations

• 2014-07-16 → 2024-08-12
  Mml Investors Services, Llc
  Savannah, GA
• 2010-03-29 → 2014-03-27
  Kestra Investment Services, Llc
  Bluffton, SC
  Savannah, GA
  Savannah, GA
• 2003-06-20 → 2010-02-01
  Alphastream Portfolios, Inc.
  Madison, GA

Other Businesses

1.Co-Owner, SWG Insurors, LLC established to facilitate insurance business, as of 01/30/2024; 5%time spent during business hours; Conducted at branch; Investment related. 2.Owner, Savannah Wealth Group, a private entity established to facilitate securities, advisory, and insurance business; Located in Savannah, GA as of 11/07/2022; 95% time spent during business hours; Conducted at branch; Investment related. 3.Fixed insurance sales; Located in Savannah, GA, as of 01/30/2024, 5% time spent during business hours; Conducted at branch location; Investment related. 4. Owner, Tinker McWilliams, Inc.; a private entity established to facilitate securities, advisory, and insurance business; Located in Savannah, GA 31406; as of 10/29/2024; 2% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-05-05
• S65 Uniform Investment Adviser Law Examination
  1991-06-21

Other Names

• Robert Mcwilliams
• Bob Mcwilliams