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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-14 |
| VA | RA | APPROVED | 2021-04-21 |
Branch Locations
9137 Chamberlayne Road Suite 104, Mechanicsville, VA 23116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Mechanicsville | VA | 12/2016 | Present |
| Mml Investors Services, Llc | Mechanicsville | VA | 02/2018 | Present |
| Hermitage Country Club | Manakin Sabot | VA | 05/2016 | 12/2017 |
(1) NAME: ADAM DONOHOE OR FINANCIAL GROUP OF VA OR VARIOUS CARRIERS INV REL: Y ADDR: 9137 CHAMBERLAYNE RD, STE 204, MACHANICSVILLE, VA 23116 NATURE: NON-MMLIA INSURANCE BROKERAGE: LIFE AND HEALTH POSITION: AGENT START: 01/2018 NO HRS/MO: 5 NO HRS/MO DURING TRADING: 5. (2) NAME: LEGACY PARTNERS LLC INV REL: Y ADDR: 9137 CHAMBERLAYNE RD MECHANICSVILLE VA 23116 NATURE: FINANCIAL PLANNING SERVICES POSITION: FINANCIAL ADVISOR START: 5/16/2022 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 40 DESCRIBE DUTIES: HELP CLIENTS WITH FINANCIAL PLANNING NEEDS- RETIREMENT, INSURANCE, AND INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-14 |
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