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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-08 |
| CA | RA | APPROVED | 2014-07-15 |
Branch Locations
4675 Macarthur Court Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investor Services | Newport Beach | CA | 07/2011 | Present |
| Mass Mutual Life Insurance Company | Newport Beach | CA | 01/2011 | Present |
(1) NAME: PHILIP ROBERTS INV REL: Y ADD: RESIDENTIAL ADD NATURE: INSURANCE POSITION: AGENT START DATE: 11/1/10 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: PHILIP ROBERTS INV REL: N ADD: RESIDENTIAL ADD NATURE: INSTRUCTOR POSITION: DRUM INSTRUCTOR START DATE: 6/1/12 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-30 |
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