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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-10 |
| MI | RA | APPROVED | 2010-10-08 |
Branch Locations
5980 S Main St Suite 100, Clarkston, MI 48346 • 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 Company | Clarkston | MI | 10/2008 | Present |
| Mml Investor Services, Llc | Clarkston | MI | 10/2008 | Present |
(1) NAME: TIMOTHY J. MARTIN INV REL: Y ADDR: 5980 S. MAIN ST., CLARKSTON, MI 48346 NATURE: INDIVIDUAL LIFE, HEALTH POSITION: SALES, AGENT START: 10/2008 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. (2) NAME: MWM GROUP, LLC INV REL: Y ADDR: 5980 S MAIN ST, SUITE 100, CLARKSTON, MI 48346 NATURE: LLC CREATED FOR INVESTMENT ADVISORY, FINANCIAL PLANNING AND INSURANCE SALES POSITION: OWNER START DATE: 05/30/2023 NO. HR/MO: 190 NO. HR/MO DURING SEC TRADING: 140 DUTIES: SOLE MEMBER OF THE LLC WHICH IS BEING USED PRIMARILY FOR PAYROLL PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-19 |
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