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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-24 |
| TN | RA | APPROVED | 2019-01-29 |
Branch Locations
8115 Isabella Lane Suite 5, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Resources, Llc | Brentwood | TN | 11/1998 | 03/2018 |
| Pruco Securities, Llc. | Franklin | TN | 03/2018 | 12/2018 |
| The Prudential Insurance Company Of America | Franklin | TN | 03/2017 | 12/2018 |
| Massmutual Life Insurance Co | Brentwood | TN | 12/2018 | Present |
| Mml Investors Services, Llc | Brentwood | TN | 01/2019 | Present |
| First American National Investment Advisors, Llc | Franklin | TN | 06/2014 | 03/2018 |
Name: Piedmont Brokerage Inv Rel: Y Add: 8115 Isabella Lane, Suite 5, Brentwood, TN 37027 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 07/23/2025 No Hrs/Mo: 2 No/Hrs Mo dur trading: 2 Describe Duties: Life(term/universal/whole), Disability, Long-term care, Fixed annuities and Health.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
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