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Brandon Wayne Kuhn

Mml Investors Services, LLC

St. Augustine, FL

CRD 6111454

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Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-10-20
FL RA APPROVED 2017-03-25
  • TX RA
    APPROVED_RES
    Since 2017-10-20
  • FL RA
    APPROVED
    Since 2017-03-25

Branch Locations

315 West Town Place Units 7 & 8, St. Augustine, FL 32092 • 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
Metlife Securities Inc. Jacksonville FL 01/2015 03/2017
Massmutual Life Insurance Company St. Augustine FL 07/2016 Present
Mml Investors Services, Llc St. Augustine FL 03/2017 Present
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    Jacksonville, FL
  • 07/2016 → Present
    Massmutual Life Insurance Company
    St. Augustine, FL
  • 03/2017 → Present
    St. Augustine, FL
Previous Registrations
  • 2015-01-02 → 2017-03-25
    Msi Financial Services, Inc.
    Jacksonville, FL
  • 2014-10-21 → 2015-01-02
    New England Securities
    Jacksonville, FL
Other Businesses

(1)INDEPENDENT INSURANCE AGENT SELLING DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LTC FROM BUSINESS ADDRESS FOR 1HR/WK DURING SECURITIES TRADING & 0HRS/WKND & EVENINGS SINCE 11/2014. (2)NAME: ATLANTIC COAST FINANCIAL LLC INV REL: Y ADD: 315 W TOWN PLACE UNIT 8 ST AUGUSTINE FL 32092 NATURE: LLC POSITION: OWNER START DATE: 1/1/2023 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 20 DESCRIBE DUTIES: OWNER- THIS IS AN LLC ESTABLISHED FOR MY COMMISSIONS INCLUDING FROM INVESTMENT ADVISORY BUSINESS TO BE DIRECTED INTO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-18
S63 Uniform Securities Agent State Law Examination 2013-07-17
  • S65 Uniform Investment Adviser Law Examination
    2014-09-18
  • S63 Uniform Securities Agent State Law Examination
    2013-07-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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