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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| TN | RA | APPROVED | 2017-03-25 |
Branch Locations
9729 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Appalachian State University | Boone | NC | 08/2011 | Present |
| Msi Financial Services | Oak Ridge | TN | 11/2016 | 03/2017 |
| Mass Mutual Life Insurance Co | Knoxville | TN | 11/2016 | Present |
| Mml Investors Services, Llc | Knoxville | TN | 03/2017 | Present |
1)Independent Insurance Agent - from business address - Dental and Group Disability Income Fixed Annuities Life/Accident/Health Long-Term Care Medicare Related Products Property & Casualty 5 security hours and 0 non security hours - since 03/2017. 2)Name: Colt Investments, Inv Rel: Y Addr:1129 N 6th Ave, Knoxville TN 37917, Nature: Rental income, Position: Partner, Start: 01/01/2022, No Hr/Mo: 4 No Hr/Mo Dur Trading:0, Duties: Monitoring and maintaining a website, answering phone calls, overseeing construction, executing rental agreements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
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