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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-25 |
| GA | RA | APPROVED | 2018-05-04 |
Branch Locations
1075 Peachtree Street Ne Suite 2150, Atlanta, GA 30309 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Atlanta | GA | 03/2013 | 05/2018 |
| Various Insurance Carriers For W&R Insuarnce Agencies | Atlanta | GA | 09/2013 | 05/2018 |
| Moore Insight Inc. | Atlanta | GA | 08/2017 | 05/2018 |
| Mml Investors Services, Llc | Atlanta | GA | 05/2018 | Present |
| Massmutual Life Insurance Co | Atlanta | GA | 05/2018 | Present |
| The Quiet Hero Party | Atlanta | GA | 02/2015 | 05/2018 |
(1) NAME: MC INSIGHT, LLC INV REL: Y ADDR: 1050 CROWN POINTE PARKWAY, SUITE 1800, ATLANTA, GA 30338 NATURE: OTHER - LLC FOR PAYROLL, BOOKKEEPING POSITION: OWNER START: 08/13/2020 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0. (2) NAME: MC PRIVATE LABEL, LLC INV REL: Y ADDR: 1100 PEACHTREE ST NE, SUITE 690, ATLANTA, GA 30309 NATURE: HOLDING COMPANY FOR SECURITIES AND REAL ESTATE POSITION: PRINCIPAL START: 01/01/2022 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES: MANAGE PORTFOLIO OF MARKETABLE SECURITIES (WILL BE A MMLIS BMS ACCOUNT). COMPLETE DUE DILIGENCE AND INVEST IN PRIVATE INVESTMENT (VC FUNDS, RESTAURANTS, PRIVATE EQUITY, ETC.). EVENTUALLY PURCHASE AND MANAGE COMMERCIAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-24 |
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