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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-06-18 |
| CA | RA | APPROVED | 2007-02-16 |
Branch Locations
4115 Blackhawk Plaza Circle Suite 100, Danville, CA 94506 • United States
1676 N California Blvd Ste 430, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Inc | Walnut Creek | CA | 11/2006 | Present |
| Mass Mutual Life Insurance | Walnut Creek | CA | 09/2006 | Present |
(1)NAME: THE KIM FAMILY REVOCABLE TRUST INV REL: Y ADD: RESIDENTIAL NATURE: RENTAL INCOME POSITION: OWNER START DATE: 02/2013 No. HR/MO: 10. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: OWN AND MANAGE RENTAL PROPERTIES WITH MY HUSBAND: 684 and 686 Waller Street, San Francisco, CA 94117. 1831 and 1833 Chestnut Street, San Francisco, CA 94123. 1520 Taylor Street #405, San Francisco, CA 94133. 331 Alamo Oaks, Alamo CA 91507. (2)Name: Gotta Have Funds Inc. Inv rel: Y Add: 4115 Blackhawk Plaza Circle, Suite 100, Danville, CA 94506 Nature: Wealth Advisory Services Position: President Start date: 03/16/2026 No. HR/MO: 30 No. HR/MO during sec trading: 6 Describe duties: Advisory commissions will be paid to my S-Corp. In charge of all corporation compliance requirements including annual meetings and paperwork. (3)Name: Fora Travel Inv rel: N Add: At Residential Address Nature: Travel and Leisure Position: Travel Agent Start date: 06/01/2026 No. HR/MO: 2 No. HR/MO during sec trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-07 |
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