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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-08-27
PA RA APPROVED 2009-01-21
  • TX RA
    APPROVED_RES
    Since 2018-08-27
  • PA RA
    APPROVED
    Since 2009-01-21

Branch Locations

220 Gibraltar Road Suite 350, Horsham, PA 19044-2306 • United States

3701 Corporate Parkway Suite 320, Center Valley, PA 18034 • United States

Chalfont, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Center Valley PA 11/2004 Present
Massmutual Life Insurance Company Center Valley PA 11/2004 Present
  • 11/2004 → Present
    Center Valley, PA
  • 11/2004 → Present
    Massmutual Life Insurance Company
    Center Valley, PA
Other Businesses

1) NAME: MARK GERDELMANN INV REL: Y ADDR: 220 GIBRALTAR RD SUITE 350 HORSHAM PA 19044 NATURE: LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, FIXED ANNUITIES, POSITION: AGENT START: 10/21/2013 NO HR/MO: 1 NO HR/MO DUR TRADING: 0 2) NAME: MJG PARTNERS LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LLC FORMATION POSITION: MEMBER/OWNER START DATE: 06/01/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: LLC IS USED FOR EXPENSES AND ADVISORY FEE COMPENSATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-09
S63 Uniform Securities Agent State Law Examination 2002-08-29
  • S65 Uniform Investment Adviser Law Examination
    2008-09-09
  • S63 Uniform Securities Agent State Law Examination
    2002-08-29

View on SEC IAPD

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