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Megan Margaret Conwell

Mml Investors Services, LLC

Foley, AL

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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-04-30
  • AL RA
    APPROVED
    Since 2025-04-30

Branch Locations

500 N Alston St, Foley, AL 36535 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beauticontrol/Truaura Healthy Skin Care Fairhope AL 01/2015 10/2018
Klatt Group Insurance Sales Foley AL 11/2018 08/2022
Chubb/Combined Employee Benefits Magnolia Springs AL 08/2022 05/2023
New York Life Magnolia Springs AL 04/2022 11/2022
Principal Life Insurance Magonlia Springs AL 05/2023 10/2023
Principal Securities Inc Magonlia Springs AL 05/2023 03/2025
Massmutual Life Insurance Co Foley AL 04/2025 Present
Mml Investors Services, Llc Foley AL 04/2025 Present
  • 01/2015 → 10/2018
    Beauticontrol/Truaura Healthy Skin Care
    Fairhope, AL
  • 11/2018 → 08/2022
    Klatt Group Insurance Sales
    Foley, AL
  • 08/2022 → 05/2023
    Chubb/Combined Employee Benefits
    Magnolia Springs, AL
  • 04/2022 → 11/2022
    New York Life
    Magnolia Springs, AL
  • 05/2023 → 10/2023
    Principal Life Insurance
    Magonlia Springs, AL
  • 05/2023 → 03/2025
    Magonlia Springs, AL
  • 04/2025 → Present
    Massmutual Life Insurance Co
    Foley, AL
  • 04/2025 → Present
    Foley, AL
Previous Registrations
Other Businesses

(1) NAME: MEGAN M CONWELL INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 11/30/2018 NO. HR/MO: 6 NO. HR/MO DURING SEC TRADING: 2 DUTIES: LIFE, FIXED LIFE, ANNUITIES, LONG-TERM CARE, DISABILITY, GROUP BENEFITS (2) NAME: WNGL ARCHANGEL RADIO INV REL: N ADDR: 399 S SECTION STREET, FAIRHOPE, AL 36532 NATURE: CHURCH RELATED RADIO STATION POSITION: MEMBER OF THE FINANCE COUNCIL START DATE: 11/15/2024 NO. HR/MO: 15 NO. HR/MO DURING SEC TRADING: 0 DUTIES: TWO MEETINGS PER YEAR REVIEWING BUDGET AND SUGGEST FUNDRAISING ACTIVITY, SEND BUDGET TO BOARD OF DIRECTORS FOR FINAL APPROVAL AND IMPLEMENTATION (3) NAME: CRIMSON CAPITAL GROUP, LLC INV REL: Y ADD: 1221 N MCKENZIE STREET, FOLEY, AL 36535 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 08/01/2025 NO. HR/MO: 30 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: PROPERTY & CASUALTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
S63 Uniform Securities Agent State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-11-30
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02
Other Names
  • Megan Margaret Downs
  • Megan Margaret Ratliff

View on SEC IAPD

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