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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-11-02 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Memphis | TN | 06/2016 | 02/2018 |
| Mml Investors Services | Memphis | TN | 02/2017 | 02/2018 |
| Axa Advisors, Llc | New York | NY | 03/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2018 | 11/2021 |
| Lpl Financial, Llc | Memphis | TN | 11/2021 | Present |
1) 2026-04-20 - MASS MUTUAL-STRATEGIC FINANCIAL PARTNERS - Non-Variable Insurance - Y - 4 - 4 - at reported business location(s) - 2026-04-13 - Partnered with local Mass Mutual GA for Mass Mutual fixed insurance business 2) 2025-01-21 - BNI - Non-Profit Board Member - N - 6 - 6 - Memphis TN - 2025-01-07 - Run the weekly meetings, help prepare weekly power point presentation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-20 |
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