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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-20 |
Branch Locations
Mooresville, NC • United States
131 Plantation Ridge Suite 509, Mooresville, NC 28117 • United States
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 |
|---|---|---|---|---|
| Allstate Insurance Co | Davidson | NC | 03/2015 | 12/2024 |
| The Chester Agency | Davidson | NC | 03/2015 | Present |
| Allstate Financial Advisors, Llc | Davidson | NC | 01/2017 | 12/2024 |
| Allstate Financial Services, Llc | Davidson | NC | 03/2015 | 12/2024 |
| Massmutual Life Insurance Co | Mooresville | NC | 02/2025 | Present |
| Mml Investors Services, Llc | Mooresville | NC | 05/2025 | Present |
(1) NAME: SENTINEL RETIREMENT SOLUTIONS INC.; INV REL: Y; ADDR: AT RESIDENTIAL ADDRESS; NATURE: OUTSIDE INSURANCE SALES; POSITION: INSURANCE BROKER; START DATE: 02/01/2023; NO. HR/MO: 5; NO. HR/MO DURING SEC TRADING: 1; DUTIES: MEDICARE SALES AND SERVICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-20 |
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