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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| GA | RA | APPROVED | 2025-09-03 |
Branch Locations
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 | Valdosta | GA | 02/2011 | 05/2021 |
| Mml Investors Services, Llc | Valdosta | GA | 02/2011 | 05/2021 |
| Lpl Financial Llc | Valdosta | GA | 05/2021 | 09/2025 |
| Capital City Bank | Valdosta | GA | 05/2021 | 09/2025 |
| Massmutual Life Insurance Co | Valdosta | GA | 08/2025 | Present |
| Mml Investors Services, Llc | Valdosta | GA | 09/2025 | Present |
(1) NAME: TEDDY WELCH, SR. INV REL: Y ADD: 2419 ANDOVER DR, VALDOSTA, GA 31602 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 09/01/2025 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH. (2) NAME: STRATEGIC WEALTH PARTNERS, LLC INV REL: Y ADD: 2419 ANDOVER DR, VALDOSTA, GA 31602 NATURE: BUSINESS ENTITY FOR DBA ENGAGING IN SALES & SERVICE OF INSURANCE, AND ADVISORY SERVICES. THIS ENTITY WILL ACCEPT PASSTHROUGH COMPENSATION FOR TAX PURPOSES. POSITION: OWNER, PARTNER START DATE: 09/01/2025 NO. HR/MO: 200 NO. HR/MO DURING SEC TRADING: 160 DUTIES: OFFER INSURANCE PRODUCTS & SERVICES TO ASSIST CLIENTS. (3) NAME: STRATEGIC WEALTH GROUP, LLC INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: LLC FOR RENTAL PROPERTY AND FARMLAND POSITION: OWNER START DATE: 2/16/2022 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DUTIES: MANAGE PERSONAL RENTAL BUILDING AND FARMLAND
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-09-27 |
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