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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-08 |
| NC | RA | APPROVED | 2014-09-11 |
Branch Locations
4350 Congress Street Suite 300, Charlotte, NC 28209 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Charlotte | NC | 07/2014 | Present |
| Mml Investors Services, Llc | Charlotte | NC | 08/2014 | Present |
NAME: Premier Wealth Transfer Group, LLC INV REL: Y ADD: 4350 CONGRESS ST., STE. 300, CHARLOTTE, NC 28209 NATURE: Entity exists to received income and pay operational expenses POSITION: Owner START DATE: 07/11/2017 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Ensure that business operating expenses are paid.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-24 |
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