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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-10-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Washington | UT | 12/2020 | Present |
| Bcj Capital Management | Scottsdale | AZ | 12/2016 | 11/2020 |
| Statera Wealth Management | St. George | UT | 01/2014 | 11/2020 |
| Mml Investors Services, Llc | Lehi | UT | 12/2020 | 01/2021 |
| Mml Investors Services Llc | Washington | UT | 09/2022 | Present |
| Massmutual Life Insurance Co | St. George | UT | 01/2013 | 12/2017 |
| Zion's Tiny Homes | Hurricane | UT | 02/2022 | 06/2024 |
1) Name: Kamron Wootton Inv Rel: Y Add: 1012 East Rusted Creek Circle Washington, UT, 84780 Nature: Life, DI, Fixed Annuities and Universal Life insurance Position: Producer Start Date: 3/14/2023 No Hrs/Mo: 1 No Hrs/Mo Dur Trading:1 Duties: Using insurance, life insurance 2) NAME: Tactical Accounting, LLC INV REL: Y ADD: 3439 S Barcelona Dr., Unit 75, St. George UT 84790 NATURE: Accounting and bookkeeping services POSITION: Owner/Partner START DATE: 03/28/2026 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I'm a consultant on the business over sales and marketing. I will not be involved in day to day accounting and bookkeeping operations
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
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