William L Dudley

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 03/2022
  Guardian Life Insurance Co
  Virginia Beach, VA
• 03/2010 → 03/2022
  Park Avenue Securities Llc
  Virginia Beach, VA
• 03/2022 → Present
  Massmutual Life Insurance Co
  Virginia Beach, VA
• 03/2022 → Present
  Mml Investors Services, Llc
  Virginia Beach, VA

Previous Registrations

• 2010-03-15 → 2022-03-25
  Park Avenue Securities Llc
  Virginia Beach, VA
  Henrico, VA
• 2008-04-10 → 2010-02-23
  Northwestern Mutual Investment Services, Llc
  Virginia Bch, VA

Other Businesses

(1) Name: Kodu, LLC Inv rel: Y Addr: 615 Lynnhaven Pkwy, Ste 104, Virginia Beach, VA 23452 Nature: Rental Income Position: Managing Member Start: 02/01/2017 No hrs/mo: 1 No hrs/mo dur trading: 0 Duties: Administrative oversight. (2) Name: Patriots Paths, LLC Inv rel: N Addr: 7101 Wisconsin Ave, Suite 1204, Bethesda, MD 20814 Nature: Placing veterans leaving the military into other jobs Position: Partner Start: 04/20/2020 No hrs/mo: 5 No hrs/mo dur trading: 0 Duties: Administrative oversight. (3) Name: William L. Dudley Inv rel: Y Addr: At residential address Nature: Outside insurance - life, disability, fixed annuities Position: Agent Start: 11/27/2018 No hrs/mo: 1 No hrs/mo dur trading: 1 Duties: Selling fixed insurance products. (4) Name: Light Tower Wealth Strategies, LLC Inv rel: Y Addr: At residential address Nature: Pass through company to receive income from multiple sources and strategic business coaching Position: Managing Member Start: 05/23/2014 No hrs/mo: 10 No hrs/mo dur trading: 0 Duties: Administrative oversight. (5)Name: Feast with The Beast, Inv Rel: Y Addr:3860 William Penn Blvd, VA Beach VA 23452, Nature:BBQ Trailer, Position: Treasurer/Partner, Start: 12/13/202, No Hr/Mo: 0 No Hr/Mo Dur Trading:0, Duties: none

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-07
• S63 Uniform Securities Agent State Law Examination
  2008-01-15

Designations

• Certified Financial Planner

Other Names

• Trey Dudley
• William Leonidas Iii Dudley
• William Leonidas Dudley