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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-12 |
| CA | RA | APPROVED | 2016-08-29 |
Branch Locations
6080 Center Drive Suite 120, Los Angeles, CA 90045 • United States
Westlake Village, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Los Angeles | CA | 06/2016 | Present |
| Mml Investors Services, Llc | Los Angeles | CA | 08/2016 | Present |
(1) NAME: GREGORY AVALLON INV REL: Y ADD: 6080 CENTER DRIVE, SUITE 120 LOS ANGELES CA 90045 NATURE: INDIVUDUAL LIFE/HEALTH, GROUP LIFE/HEALTH POSITION: SALES START DATE: 7/14/2016 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 (2) NAME: AVALLON WEALTH ADVISORS LLC INV REL: Y ADD: 6080 CENTER DRIVE, SUITE 120 LOS ANGELES CA 90045 NATURE: LLC CREATED TO HAVE BUSINESS REVENUE FLOW INTO POSITION: SOLE MEMBER/OWNER START DATE: 2/1/2023 NO HRS/MO: 160 NO HRS/MO DUR TRADING: 160 DUTIES: I OWN THE LLC AND TO THE EXTENT POSSIBLE WILL HAVE ALL BUSINESS REVENUE FLOW THROUGH THE ENTITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-14 |
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