Best Investors Account Sign in
Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-08-29
VA RA APPROVED 2001-10-05
  • TX RA
    APPROVED_RES
    Since 2016-08-29
  • VA RA
    APPROVED
    Since 2001-10-05

Branch Locations

8444 Westpark Dr Suite 900, Mclean, VA 22102 • United States

Arlington, VA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Mclean VA 09/2001 Present
Massmutual Life Insurance Co Mclean VA 07/2001 Present
Previous Registrations
  • 2008-10-03 → 2008-10-14
    Xml Securities
    Bethesda, MD
    Falls Church, VA
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-29
  • S66 Uniform Combined State Law Examination
    2001-08-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor