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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1997-06-04 |
Branch Locations
1116 Vista Park Drive Ste A, Forest, VA 24551 • United States
Forest, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Forest | VA | 07/1977 | Present |
| Mml Investors Services, Llc | Forest | VA | 03/1985 | Present |
(1)NAME: FINANCIAL DESIGNS BUSINESS ADVISORS LLC,INV REL: Y ADD: 1116 VISTA PARK DRIVE SUITE A FOREST, VA. 24551 NATURE: LIFE, HEALTH POSITION: SALES,OWNERSHIP, AGENT START DATE: 1/1/97 NO. HR/MO: 30 NO. HR/MO DURING SEC TRADING: 20 (2) NAME: FINANCIAL DESIGNS VISION ADVOCATE EXPERIENCE INV REL: Y ADD: 1116 VISTA PARK DRIVE SUITE A FOREST, VA. 24551 NATURE: FEE BASED INSURANCE ADVISOR POSITION: SALES, OWNERSHIP, AGENT START DATE: 1/1/97 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: BUSINESS COMMUNICATION AND GOAL SETTING. BUSINESS CONTINUITY AND COMPENSATION PLANNING (3) NAME: THE ABUNDANCE MENTALITY PROGRAM INV REL:N ADD: 1116 VISTA PARK DRIVE SUITE A FOREST VA 24551 NATURE: BOOK POSITION: OWNER START DATE: 11/1/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: BOOK AUTHOR (4)NAME: BUSINESS ABUNDANCE, INV REL: Y ADDR: 1116 VISTA PARK DRIVE SUITE A, LYNCHBURG VA 24331, NATURE:BUSINESS OWNER CONSULTING, POSITION:OWNER START: 02/15/2023, NO HR/MO:10 NO HR/MO DUR TRADING:10, DUTIES:BUSINESS OWNER COACHING AND CONSULTING ON RETENTION, INCREASING VALUE AND CUSTOMER RELATIONS. (5)NAME: FINANCIAL DESIGNS INCORPORATED, INV REL:Y ADDR: 1116 VISTA PARK DR, STE A, FOREST VA 24551, NATURE:OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START:4/1/2024, NO HR/MO: 1 NO HR/MO DUR TRADING:0, DUTIES: FACILITATE PAYMENTS. (6) NAME: FINANCIAL DESIGNS BUSINESS ADVISORS INV REL: Y ADD: 1116 VISTA PARK DR, FOREST, VA 24551 NATURE: CONSULTING POSITION: OWNER OF LLC USED FOR FINANCIAL SERVICES BUSINESS START DATE: 06/01/2025 NO HRS/MO: 10 NO/HRS MO DUR TRADING: 1 DESCRIBE DUTIES: COACHING ON BUSINESS MARKET TO PRIVATE AND FAMILY BUSINESS OWNERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-21 |
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