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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-03-25 |
| FL | RA | APPROVED | 2017-03-25 |
| TX | RA | APPROVED | 2017-03-25 |
Branch Locations
807 Las Cimas Pkwy Bldg 2, Suite 275, Austin, TX 78746 • United States
9117 Milwaukee Avenue Suite 400, Lubbock, TX 79424 • United States
5103 E. Airline Road, Victoria, TX 77904-3776 • United States
Lakeway, TX • United States
10101 Reunion Pl One Union Square-Ste 300, San Antonio, TX 78216-4157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Austin | TX | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Austin | TX | 03/2017 | Present |
| Massmutual Life Insurance Company | Austin | TX | 07/2016 | Present |
Independent Insurance Agent-from business address-1hrs sec, 0hrs nonsec-Disability, Life/Accident/Health, and Long-Term Care-since 08/2012 (2) Partner-MPSW Enterprises LLC- Capital Strategies Auto & Home-Austin, TX-2hrs sec, 0hrs nonsec-8/2016 (3) Name: Trustee for Step-Son and Step- Daughter's Trust Inv Rel: Y Add: Residential Nature: Trust Position: Trustee Start Date: 2/16/2022 No Hrs/Mo: 2 Duties: Oversee/manage funds by outside third party advisor (4) Name: MPSW Properties LLC Inv rel: Y Add: Rockport TX Nature: Rental Income - Single Family Home for short Term Rental Position: 50% owner Start date: 01/01/2024 No. HR/MO: 4. No. HR/MO during sec trading: 0. Describe duties: Monthly management of the property and working with the property management company we hired to market the property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-23 |
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