William George Conroy

Current Employers

Employment History

• 11/2019 → Present
  Mml Investors Services, Llc
  Franklin, TN
• 05/2017 → Present
  Massmutual Life Insurance Company
  Franklin, TN
• 08/2013 → 05/2017
  Catholic University Of America
  Washington, DC

Other Businesses

1)NAME: HCP COMPANIES INV REL:Y ADDR: 329 SOUTH ROYAL OAKS BLVD, UNIT 302 FRANKLIN TN 37064 NATURE:LIFE INSURANCE, POSITION:BROKER START:5/13/2020 NO HR/MO:<1 NO HR/MO DUR TRADING:0. (2) NAME: RUDY, LLC IN REL: Y ADD: RESIDENTIAL NATURE: TAX PASS THROUGH FOR FINANCIAL PLANNING BUSINESS POSITION:OWNER START DATE: 1/1/2022 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 DUTIES: JUST A PASS THROUGH BUT I WILL BE RESPONSIBLE FOR ANY INCOME OR DEBTS. (3) NAME: WELLER BROTHERS LLC INV REL: Y ADD: 329 SOUTH ROYAL OAKS BLVD, UNIT 302 FRANKLIN TN 37064 NATURE: FINANCIAL PLANNING BUSINESS POSITION: PARTNER START DATE: 1/1/2022 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 20 DUTIES: FINANCIAL CONSULTING AND ADVISORY SERVICES FOR CLIENTS (4) NAME: C3 PROPERTIES LLC INV REL: Y ADD: RESIDENTIAL NATURE: RENTAL REAL ESTATE POSITION: MANAGER START DATE: 01/01/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DUTIES: CFO DUTIES. (5) NAME: WELLER BROTHERS. LLC INV REL: Y ADD: 329 S ROYAL OAKS BLVD UNIT 302 FRANKLIN TN 37064 NATURE: REFERRAL FEES FOR COST SEGREGATION FOR REAL ESTATE POSITION: MANAGING PARTNER START DATE: 6/1/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 1 DUTIES: RECEIVE REFERRAL FEE FROM FIRMS PROVIDING COST SEGREGATION TAX ANALYSIS FOR REAL ESTATE (6) NAME: 1607 BENJAMIN ST LLC INV REL: Y ADD: RESIDENTIAL NATURE: REAL ESTATE FLIP POSITION: INVESTOR START DATE: 04/01/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: WIRE MONEY TO LLC.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-29

Designations