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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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