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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-11-05 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
9700 Westland Dr. Suite 103, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Brentwood | TN | 03/2009 | 11/2019 |
| Mml Investor Services | Knoxville | TN | 03/2009 | 11/2019 |
| The Benefits Group, Llc | Knoxville | TN | 11/2019 | Present |
| M Holdings Securities, Inc. | Portland | OR | 11/2019 | Present |
1) Westland Building Partners, LLC; 9700 Westland Drive, Suite 103, Knoxville, TN 37922; Real Estate Holding; Not investment related; Owner; Duties associated with rental property ownership; 03/13/2020; 1 hour/month; 1 hour/month during trading hours 2) Multiple land parcels & rental properties (nine); 12516 Pine Thicket Lane, Knoxville, TN 37922; Various Dates; Owner; Rental properties and vacant land owned directly; Not Investment Related; 9 hours/month; 0 hours/month during trading hours 3) WMR, LLC; 9700 Westland Drive, Suite 103, Knoxville, TN 37922; 04/02/2012; Co-Owner; Pass through entity; Investment Related; 1 hour/month; 1 hour/month during trading hours 4) Wealth Benefits Group; 9700 Westland Drive, Suite 103, Knoxville, TN 37922; Insurance, Investments, Retirement Planning; Investment related; Principal, partner; Sales, Marketing, review of plans; 06/30/2021; 160 hours/month; 160 hours/month during trading hours 5) McCurry & Roark, LLC; 615 Gwinhurst Rd, Knoxville, TN 37934; Rental Property; Not Investment-Related; Owner; 11/2022; 1 hour/month; 1 hour/month during trading hours. 6) 252 Newport Road; 615 Gwinhurst Road, Knoxville TN 37934; Rental Property; Not Investment Related; Owner; Review monthly deposits and expenses; 01/01/2024; 1 hr/mo; 1 hr/mo during trading hours 7) 3001 Rivertowne Way, Apt 507; 615 Gwinhurst Road, Knoxville TN 37934; Passive rental income; Not Investment Related; Owner; Review monthly deposits and expenses; 01/01/2024; 1 hr/mo; 1 hr/mo during trading hours 8) McCurry Family Properties, LLC; 9700 Westland Drive Ste. 103, Knoxville, TN 37922; LLC to hold real estate; Investment related; Owner; Managing rentals, collecting rent, paying bills; 11/15/2024; 10 hours per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-04 |
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