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Mml Investors Services, LLC CRD 10409
$116B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-11 |
Branch Locations
24 Century Hill Drive Suite 105, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2015 | 03/2023 |
| Massmutual | Springfield | MA | 03/2023 | Present |
| Mml Investors Services, Llc | New York City | NY | 04/2023 | Present |
| Bank Of America, Na | New York | NY | 09/2022 | 03/2023 |
NAME: Elevation Coffee Roasters, LLC INV REL: N ADD: 4952 Northdale Blvd, 101, Tampa FL 33624 NATURE: Coffee roasting/distribution/sales POSITION: Owner START DATE: 02/03/2026 NO. HR/MO: 0.25 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Minority owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2011-02-22 |
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