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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-15 |
Branch Locations
7930 W Kenton Circle Suite 250, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Huntersville | NC | 01/2024 | Present |
| Mml Investors Services, Llc | Huntersville | NC | 01/2024 | Present |
| Wilco Finance | Lincolnton | NC | 09/2016 | 02/2024 |
| Mariner Finance | Lincolnton | NC | 09/2013 | 09/2016 |
1) Name: Elevate Strategy & Consulting Inv Rel: Y Addr: 20733 Lagoona Dr, Cornelius NC 28031 Nature: Coaching and mentoring, Position: Business coach, Start: 8/1/2024, No Hr/Mo: 12 No Hr/Mo Dur Trading: 0 Duties: Coaching and mentoring other business professionals on business and growth. 2)Name: LMP Consulting LLC, DBA Elevate Strategy and Consulting Inv Rel: Y Addr: 20733 Lagoona Drive, Cornelius NC 28031, Nature: Consulting Position: Founding Partner, Start: 10/05/2023, No Hr/Mo: 70 No Hr/Mo Dur Trading: 0 Duties: Coaching and mentoring other business professionals on business and professional growth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-01 |
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