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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-12-16 |
Branch Locations
329 S Royal Oaks Blvd Unit 302, Franklin, TN 37064 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Franklin | TN | 05/2016 | 11/2019 |
| Park Avenue Securities | Franklin | TN | 07/2018 | 11/2019 |
| Mass Mutual Life Insurance Co | Franklin | TN | 11/2019 | Present |
| Mml Investors Services, Llc | Franklin | TN | 12/2019 | Present |
Name: James Bell, Financial Services, LLC Inv rel: Y Add: Residential Nature: Life and health insurance sales Position:Broker Start date: 1/1/2023 No. HR/MO: 5 No. HR/MO during sec trading: 5 Duties: Insurance Sales (2) Name: James Bell Financial Services, LLC Inv Rel: Y Add: Residential Nature: Personal LLC used for tax purposes Position: Owner Start Date: 1/1/2021 No Hrs/Mo: 1 No Hrs/Mo Dur Trading: 0 Duties: Ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
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