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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-05-07
TX RA APPROVED 2017-06-21
MS RA APPROVED 2016-06-16
  • AL RA
    APPROVED
    Since 2024-05-07
  • TX RA
    APPROVED
    Since 2017-06-21
  • MS RA
    APPROVED
    Since 2016-06-16

Branch Locations

193 S Commerce St Suite 102, Tupelo, MS 38804 • United States

Houston, AL • 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
Massmutual Life Insurance Co Tupelo MS 01/2010 Present
Mml Investors Services, Llc Tupelo MS 08/2013 Present
Other Businesses

NAME: CONSILIUM, LLC INV REL: Y ADD: 193 S COMMERCE ST TUPELO MS 38804 NATURE: BUSINESS CONSULTING: REVIEWING PROFIT LOSS STATEMENT, BUSINESS/MEDICAL PRACTICE SALE/PURCHASE ANALYSIS AND TRANSITION. RECEIVE REFERRAL FEES FROM BANKS FOR LOANS USED TO PRACTICE PURCHASE/EXPANSION. RECEIVE REFERRAL FEES FROM ENGINEERING FIRM PERFORMING COST SEGREGATION TAX ANALYSIS FOR COMMERCIAL REAL ESTATE. SERVE AS A BOARD MEMBER. POSITION: OWNERHSIP START DATE: 6/1/2019 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 16. (2)NAME: FAIR HOLDINGS, LLC INV REL: Y ADD: RESIDENTIAL NATURE: LLC SET UP FOR TAX PURPOSES ONLY POSITION: OWNERSHIP START DATE: 01/2017 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1(3) NAME: BRAD FAIR INV REL: Y ADD: 193 S COMMERCE ST TUPELO MS 38804 NATURE: INDIVIDUAL LIFE/ HEALTH POSITION: AGENT START DATE: 1/1/2018 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 (4) NAME: CPP INVESTMENTS LLC INV REL: Y ADD: 193 s COMMERCE ST, STE 102 TUPELO MS 38804 NATURE: PASS THROUGH ENTITY FOR INVESTMENT BUSINESS POSITION: MANAGER/MEMBER START DATE: 12/01/2022 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0 DUTIES: NONE, THIS IS A PASS THROUGH ENTITY FOR TAX PURPOSES (5) NAME: AAFS LLC INV REL: Y ADD: 12 CADILLAC DRIVE SUITE 440 BRENTWOOD TN 37027 NATURE: ADVISORY FEES POSITION: ADVISOR START DATE: 3/30/2023 NO HRS/MO: 1 NO HRS.MO DUR TRADING: 1 DUTIES: THIS LLC SET IS SET UP TO RECEIVE ADVISORY FEES FROM OUR TEAM. IT WILL CONDUCT NO OTHER BUSINESS AND I WILL HAVE NO FURTHER OBLIGATIONS OUTSIDE OF MY NORMAL ADVISORY PRACTICE. FEES WILL BE USED TO COVER OVERHEAD EXPENSES & THEN BE DISTRIBUTED TO THE ADVISOR EARNING THE FEE (6) NAME: BAND REAL PROPERTIES, LLC INV REL: Y ADD: RESIDENTIAL NATURE: HOLDING COMPANY SET UP FOR LIABILITY PROTECTION POSITION: MANAGER START DATE: 03/25/2024 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: MAKES LOAN PAYMENT FOR REAL ESTATE HOLDING(S). (7) NAME: PROVIDER BENEFIT SOLUTIONS, INC. INV REL: Y ADD: 189 MIDWAY DR. TUPELO, MS 38804 NATURE: PROFESSIONAL EMPLOYER ORGANIZATION POSITION: INVESTOR/ PART OWNER START DATE: 08/01/2026 NO. HR/MO: LESS THAN 2 NO. HR/MO DURING SEC TRADING: LESS THAN 1 DUTIES: PASSIVE/NONE/RECEIVE UPDATES ON PROGRESS. (8) NAME: BENEFIT SOLUTIONS QOF, LLC INV REL: Y ADD: 189 MIDWAY DR. TUPELO, MS 38804 NATURE: QUALIFIED OPPORTUNITY ZONE HOLDING COMPANY POSITION: INVESTOR/PART OWNER START DATE: 08/01/2026 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: PASSIVE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-04
S63 Uniform Securities Agent State Law Examination 2013-08-26
  • S65 Uniform Investment Adviser Law Examination
    2016-06-04
  • S63 Uniform Securities Agent State Law Examination
    2013-08-26
Other Names
  • Brad Fair

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