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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED_RES | 2023-04-20 |
| NC | RA | APPROVED | 2016-01-27 |
Branch Locations
4350 Congress Street Suite 300, Charlotte, NC 28209 • United States
Indian Land, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Charlotte | NC | 07/2012 | Present |
| Mml Investors Services, Llc | Charlotte | NC | 07/2012 | Present |
NAME: WCNC ADVISOR SERVICES LLC INV REL: Y ADDR: 1015 ASHES DR, SUITE 200, WILMINGTON, NC 28405 NATURE: ADMINISTRATIVE SERVICES POSITION: OWNER START: 1/6/2025 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-27 |
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