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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| GA | RA | APPROVED | 2024-08-12 |
Branch Locations
7393 Hodgson Memorial Dr Suite 201, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Savannah | GA | 12/2022 | 08/2024 |
| Samford University | Homewood | AL | 08/2019 | 12/2022 |
| Arroyo Grande High School | Arroyo Grande | CA | 08/2015 | 07/2019 |
| Mml Investors Services | Savannah | GA | 01/2023 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Savannah Wealth Group | Savannah | GA | 08/2024 | Present |
1. Fixed insurance sales; as of 6/06/2024; 40% of time spent during business hours; Conducted at branch location; Investment related. 2. Basketball Coach, Calvary Day School; Located at 4325 Waters Ave., Savannah, GA 31404, as of 6/03/2024; 15% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-01 |
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