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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-16 |
| NE | RA | APPROVED | 2023-05-15 |
Branch Locations
1111 N 102Nd Court Suite 300, Omaha, NE 68114 • 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 |
|---|---|---|---|---|
| Metlife Securities, Inc | Omaha | NE | 11/2001 | 03/2017 |
| Mml Investors Services, Llc | Omaha | NE | 03/2017 | Present |
| Mass Mutual Life Insurance Company | Omaha | NE | 07/2016 | Present |
(1)Independent Insurance Agent - from residential address - Property & Casualty - 0 security hours and 2 non security hours - since 01/2017 (2) furloughed employee for Eppley Airport - from Omaha NE - 0 sec/non sec hours involved - since 03/2008 (3)Name: Evergreen Financial Inv rel: Y Add: 1111 N. 102nd Ct., Suite 300, Omaha, NE 68114 Nature/Duties: Owner of Legal business entity. Position: Owner Start Date: 04/01/2025 N0. HR/MO: 40 No. HR/MO during SEC trading: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-04 |
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