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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-02-26
  • TX RA
    APPROVED
    Since 2018-02-26

Branch Locations

14241 Dallas Parkway Suite 1200, Dallas, TX 75254 • 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
Modern Woodmen Of America Plano TX 06/2011 02/2018
Mwa Financial Services Inc Plano TX 08/2011 02/2018
Shey Stegall Rockwall TX 08/2009 Present
Stegall Ventures Llc Rockwall TX 08/2017 Present
Mml Investors Services Dallas TX 02/2018 Present
Massmutual Dallas TX 01/2018 Present
  • 06/2011 → 02/2018
    Modern Woodmen Of America
    Plano, TX
  • 08/2011 → 02/2018
    Mwa Financial Services Inc
    Plano, TX
  • 08/2009 → Present
    Shey Stegall
    Rockwall, TX
  • 08/2017 → Present
    Stegall Ventures Llc
    Rockwall, TX
  • 02/2018 → Present
    Mml Investors Services
    Dallas, TX
  • 01/2018 → Present
    Massmutual
    Dallas, TX
Other Businesses

(1) NAME: SHEY STEGALL INV REL:Y ADDR: @RESIDENCE NATURE: OUTSIDE INSURANCE POSITION: AGENT, START: 2/1/18 NO HR/MO:1 NO HR/MO DUR TRADING:1. DESCRIBE DUTIES: LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH (2) NAME: STEGALL VENTURES LLC, INV REL:Y ADDR:@RESIDENCE NATURE: REAL ESTATE - RENTAL PROPERTY POSITION:OWNER START:8/11/2017 NO HR/MO:2 NO HR/MO DUR TRADING:0 (3) NAME: COOPER LAKE RV PARK, LLC INV REL: Y ADDR: 1231 W DALLAS AVE. COOPER, TX 75432 NATURE: THE BUSINESS WILL RENT SPACES FOR PEOPLE TO PARK RVS POSITION: MEMBER/OWNER START: 08/15/2022 NO HR/MO: 1 NO HR/MO DUR TRADING: 0 DESCRIBE DUTIES: STRATEGIC BUSINESS GUIDANCE. I WILL NOT RUN OPERATIONS OR PROVIDE ANY LABOR (4) NAME: BLUECRESTFA, LLC INV REL: Y ADD: 14241 DALLAS PARKWAY SUITE 1200, DALLAS TX 75254 NATURE: MASS MUTUAL GENERAL AGENCY POSITION: PRESIDENT/OWNER START DATE: 03/22/2024 No. HR/MO: 160. No. HR/MO DURING SEC TRADING: 160. DESCRIBE DUTIES: LEAD A MASS MUTUAL GENERAL AGENCY (5) NAME: TRAUMA SUPPORT SERVICES INV REL: N ADD: 11882 GREENVILLE AVE, DALLAS TX 75243 NATURE: BOARD OF DIRECTORS POSITION: BOARD MEMBER START DATE: 08/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SERVE ON THE BOARD OF DIRECTORS FOR THIS NON-PROFIT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-06
S63 Uniform Securities Agent State Law Examination 2011-11-18
  • S65 Uniform Investment Adviser Law Examination
    2017-12-06
  • S63 Uniform Securities Agent State Law Examination
    2011-11-18

View on SEC IAPD

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