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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-08 |
| TN | RA | APPROVED | 2024-11-15 |
Branch Locations
949 Shady Grove Rd S Ste 300, Memphis, TN 38120 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Memphis | TN | 12/2022 | Present |
| Mml Investors Services | Memphis | TN | 04/2023 | Present |
| 2Nd Presbyterian Church | Memphis | TN | 08/2012 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-16 |
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