Best Investors Account Sign in
Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-05-11
  • IL RA
    APPROVED
    Since 2022-05-11

Branch Locations

2919 Crossing Ct Suite 8, Champaign, IL 61822 • 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
The O.N. Equity Sales Company Champaign IL 06/2004 04/2022
Ohio National Insurance Company Champaign IL 06/2004 04/2022
On Investment Management Co Champaign IL 09/2004 04/2022
Bloom Financial Champaign IL 01/2008 Present
Massmutual Life Insurance Co Champaign IL 02/2022 Present
Mml Investors Services, Llc Champaign IL 05/2022 Present
  • 06/2004 → 04/2022
    The O.N. Equity Sales Company
    Champaign, IL
  • 06/2004 → 04/2022
    Ohio National Insurance Company
    Champaign, IL
  • 09/2004 → 04/2022
    Champaign, IL
  • 01/2008 → Present
    Bloom Financial
    Champaign, IL
  • 02/2022 → Present
    Massmutual Life Insurance Co
    Champaign, IL
  • 05/2022 → Present
    Champaign, IL
Previous Registrations
Other Businesses

(1) Name: Bloom Financial Inv rel: Y Addr: 2919 Crossing Ct, Suite 8, Champaign, IL 61822 Nature: Tax Preparation Position: Owner - Sole Proprietor Start: 01/01/2008 No hrs/mo: 10 No hrs/mo dur trading: 0 Duties: Tax return preparation of 100-150 personal tax returns. (2) Name: Richard Bloom Inv rel: Y Addr: 2919 Crossing Ct, Suite 8, CHampaign, IL 61822 Nature: Rental Income Position: Owner Start: 01/01/2010 No hrs/mo: 1 No hrs/mo dur trading: 0 Duties: Rental and management of two single family rental units. (3) Name: Richard Bloom l Inv rel: Y Addr: 2919 Crossing Ct, Suite 8, Champaign, IL 61822 Nature: Outside insurance - life, disability, long-term care, fixed annuities, health Position: Agent Start: 11/01/2005 No hrs/mo: 15 No hrs/mo dur trading: 10 Duties: Sale and service of outside insurance with various carriers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-25
S63 Uniform Securities Agent State Law Examination 2004-09-23
  • S66 Uniform Combined State Law Examination
    2015-08-25
  • S63 Uniform Securities Agent State Law Examination
    2004-09-23
Other Names
  • Richard Bloom

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Champaign, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor