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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 03/2024 | 07/2026 |
| Crossroads Care Pharmacy, Llc | Bainbridge | IN | 06/2017 | 01/2023 |
| Approved Mortgage | Greenwood | IN | 09/2023 | 12/2024 |
| Mwa Financial Services Inc. | Rock Island | IL | 06/2024 | 07/2026 |
| Cloverdale Drugs Pharmacy, Inc. | Cloverdale | IN | 01/2008 | 03/2022 |
| Laney Properties, Llc | Greencastle | IN | 10/2011 | 04/2026 |
| Ascent Properties, Llc | Greencastle | IN | 05/2022 | Present |
| Mml Investors Services Llc | Greencastle | IN | 07/2026 | Present |
| Massmutual Life Insurance Co | Greencastle | IN | 07/2026 | Present |
(1) NAME: ASCENT PROPERTIES LLC INV REL: Y ADD: RESIDENTIAL NATURE: RENTAL INCOME PROPERTIES POSITION: OWNER START DATE: 04/01/2022 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: PROPERTY OWNER, MANAGER. (2) NAME: CORNERSTONE WEALTH STRATEGIES LLC INV REL: Y ADD: 2272 EAST CONTINENTAL BLVD, SUITE 120, SOUTHLAKE, TX 76092 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 07/10/2026 No. HR/MO: 40. No. HR/MO DURING SEC TRADING: 40. DESCRIBE DUTIES: LIFE, DISABILITY, EQUITY FIXED LIFE, FIXED ANNUITIES, HEALTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-22 |
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