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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-29 |
| VA | RA | APPROVED | 2001-10-05 |
Branch Locations
8444 Westpark Dr Suite 900, Mclean, VA 22102 • United States
Arlington, VA • 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Mclean | VA | 09/2001 | Present |
| Massmutual Life Insurance Co | Mclean | VA | 07/2001 | Present |
(1) NAME:COLLEGE FUNDING COACH LLC, INV REL:Y ADDR: 8444 WESTPARK DR, #900, TYSONS VA 22102, NATURE:LEAD GENERATION SYSTEM, POSITION:MANAGING PARTNER, START:10/01/2019 NO HR/MO:50 NO HR/MO DUR TRADING:10. (2) NAME:GREENBACK REALTY I AND II LLC, INV REL:Y ADDR:@RESIDENTIAL ADDRESS ON RECORD NATURE:RENTAL PROPERTIES POSITION:MANAGER MEMBER, START:3/1/2007 NO HR/MO:2 NO HR/MO DUR TRADING:0. (3) NAME:VERITAS FINANCIAL, INV REL:Y ADDR:8444 WESTPARK DR, #900, TYSONS VA 22102, NATURE:LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, POSITION:SALES/AGENT START:7/1/2001 NO HR/MO:5 NO HR/MO DUR TRADING:5. (4) NAME:THE COLLEGE FUNDING COACH, INV REL:Y ADDR: 8444 WESTPARK DR #900, TYSONS VA 22102, NATURE:CONDUCT NON MM AND/OR NON MMLIS CRIA COLLEGE PLANNING SEMINARS, POSITION:OWNER START:9/1/2002 NO HR/MO:80 NO HR/MO DUR TRADING:60. (5) NAME:VERITAS FINANCIAL, INV REL:Y ADDR:8444 WESTPARK DR, #900, TYSONS VA 22102 NATURE:REFERRING PROFESSIONAL POSITION:REFER CLIENTS TO STRUCTURED SETTLEMENT AND INSTALLMENT SALE BROKERS AS APPROPRIATE, START:2/3/2020 NO HR/MO:2 NO HR/MO DUR TRADING:2. (6) NAME: GEORGE MASON UNIVERSITY FINANCIAL PLANNING & WEALTH ADVISORY BOARD INV REL: Y ADDR: 8444 WESTPARK DR, #900, TYSONS VA 22102, NATURE: ADVISORY BOARD FOR UNDERGRADUATE FINANCIAL PLANNING CONCENTRATION POSITION: ADVISORY BOARD MEMBER START DATE: 10/1/2020 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 3.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-29 |
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