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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-08 |
| GA | RA | APPROVED | 2024-04-04 |
Branch Locations
10 Pinkney Colony Rd Building #300, Bluffton, SC 29909 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
259 Highway 74 N. Suite #2, Peachtree City, GA 30269 • United States
Bluffton, SC • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-08 |
| GA | RA | APPROVED | 2024-04-04 |
Branch Locations
Bluffton, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Savannah | GA | 09/2015 | 03/2024 |
| Mml Investors Services, Llc | Savannah | GA | 09/2016 | 03/2024 |
| Lincoln Investment | Fort Washington | PA | 04/2024 | Present |
| Capital Analysts | Fort Washington | PA | 04/2024 | Present |
INSURANCE - AFFINITY PLANNING PARTNERS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 12/01/2015 ADDRESS: 259 Hwy 74 N., Suite 2, Peachtree City GA 30269, United States DESCRIPTION: Insurance sales and service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
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