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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-24 |
Branch Locations
Wall Street Plaza 123 North Crockett Street, Sherman, TX 75090 • United States
Allen, TX • 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 |
|---|---|---|---|---|
| Mml Investors Services Llc | Sherman | TX | 07/2016 | Present |
| Massmutual Life Insurance Co | Sherman | TX | 06/2016 | Present |
(1)NAME:ALC PROPERTY MANAGEMENT LLC INV REL:Y ADDR:123 NO CROCKETT ST SHERMAN TX 75090 NATURE:REAL ESTATE POSITION:LLC MEMBER START:2/1/2011 NO HR/MO:4 NO HR/MO DUR TRADING:4 (2)NAME:THOMAS KYLE, INV REL: Y ADDR:123 N CROCKETT ST SHERMAN TX 75090 NATURE: OUTSIDE INSURANCE POSITION:AGENT START:2/14/19 NO HR/MO:0 NO HR/MO DUR TRADING:0. DESCRIBE DUTIES: LIFE INSURANCE (3) NAME: TEXOMA FINANCIAL SERVICES, L.P. INV REL: Y ADDR:123 N CROCKETT ST SHERMAN TX 75090 NATURE: OWNERSHIP OF LIMITED PARTNERSHIP POSITION: PARTNER START: 01/01/2004 NO HR/MO: 4 NO HR/MO DUR TRADING: 4 DESCRIBE DUTIES: OWNERSHIP OF A LP, INSURANCE BUSINESS FLOWS THROUGH TO PAY FOR EXPENSES (4) NAME: GRAYSON COLLEGE FOUNDATION INV REL: N ADD: 6101 GRAYSON DRIVE DENISON, TX 75020 NATURE: RAISES MONEY FOR SCHOLARSHIPS TO THE COLLEGE POSITION: MEMBER OF THE BOARD OF DIRECTORS START DATE: 03/01/2024 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 2. DESCRIBE DUTIES: GENERAL OVERSIGHT OF THE FOUNDATION'S ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2002-05-20 |
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