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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-03-25 |
Branch Locations
555 Twin Dolphin Dr Ste 320, Redwood City, CA 94065 • United States
Dublin, CA • United States
2 disclosure categories 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. | Foster City | CA | 12/2015 | 03/2017 |
| Massmutual Life Insurance Co | Redwood City | CA | 07/2016 | Present |
| Mml Investors Services, Llc | Redwood City | CA | 03/2017 | Present |
(1)Name: Lee's Teahouse Inc. Inv Rel: N Add: 2701 Stoneridge Dr., Unit 101 Pleasanton, CA 94588 Nature: Owner of a Boba Tea Shop Position: Owner Start date: 11/01/2019 NO. HR/MO: 10 NO. HR/MO during sec trading: 0 (2)Name: Mikael Lee Inv rel: Y Add: At Residential Address Nature: Rental Income - Rental Property Position: Owner Start date: 01/01/2021 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-03 |
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