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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-04 |
Branch Locations
40 Calhoun Street Suite 310, Charleston, SC 29401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Mt Pleasant | SC | 03/2016 | 07/2026 |
| Park Avenue Securities | Mt Pleasant | SC | 03/2016 | 07/2026 |
| Mml Investors Services, Llc | Charleston | SC | 08/2026 | Present |
| Massmutual Life Insurance Company | Charleston | SC | 07/2026 | Present |
(1) NAME: THE WILSON GROUP LLC INV REL: Y ADDR:40 CALHOUN ST, CHARLESTON, SC 29401 NATURE: DBA BRAND NAME POSITION: OWNER OF LLC START DATE: 7/31/2026 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 10 DUTIES: DBA FOR INSURANCE BUSINESS (2) NAME: THE WILSON GROUP LLC, INV REL: Y, ADD: 40 CALHOUN ST, CHARLESTON, SC 29401 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 7/31/2026 ,NO. HR/MO:10, NO. HR/MO DURING SEC TRADING: 10, DUTIES: LIFE, DISABILITY, LONG-TERM CARE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-13 |
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