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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-07-28 |
Branch Locations
219 Station Road Suite 201, Wilmington, NC 28405 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Hampstead | NC | 06/2016 | Present |
| Mml Investors Services | Hampstead | NC | 07/2016 | 07/2020 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 07/2020 | Present |
| Whitten Wealth Management, Llc | Hampstead | NC | 07/2020 | Present |
Insurance Agent; Various Carriers; 223A Merchants Circle #205 Hampstead, NC 28443; Sales; 11/28/2016; 2 hours per month; 0 hours per month during business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-09 |
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