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Stephen Andrew Bishop

Mml Investors Services, LLC

Bethlehem, PA

CRD 6143616

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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
PA RA APPROVED 2015-07-27
  • PA RA
    APPROVED
    Since 2015-07-27

Branch Locations

Bethlehem, PA • 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
Weichert Realtors Allentown PA 04/2013 Present
Massmutual Bethlehem PA 05/2015 Present
Mml Investors Services Bethlehem PA 06/2015 Present
  • 04/2013 → Present
    Weichert Realtors
    Allentown, PA
  • 05/2015 → Present
    Massmutual
    Bethlehem, PA
  • 06/2015 → Present
    Mml Investors Services
    Bethlehem, PA
Previous Registrations
  • 2014-10-23 → 2015-06-30
    Questar Asset Management, Inc.
    Minneapolis, MN
    Bethlehem, PA
Other Businesses

(1) Name: Stephen Bishop, Inv Rel: Y Addr: 5332 Greenbriar Drive Bethlehem, PA 18017 Nature: life, health, group life, group health, Position: Sales/Agent, Start: 5/8/2015, No hr/mo: 80 No hr/mo dur trading: 20. (2) Name: Weichert Realtors, Inv Rel: Y Addr: 5332 Greenbriar Drive Bethlehem, PA 18017 Nature: Real Estate, Position: Sales, Start: 4/1/2013, No hr/mo: 0 No hr/mo dur trading: 0. (3) Name: Promus Financial, Inv Rel: Y Addr: 5332 Greenbriar Drive Bethlehem, PA 18017 Nature: executive benefit funding & analysis, Position: sales/agent, Start: 6/1/2015, No hr/mo: 80, No hr/mo dur trading: 40. (4) Name: Seven Palms Cinnamon Beach Inv rel: Y Add: Residential Address Nature: Simple Rental Property Position: Owner Start date: 04/15/2026 No. HR/MO: 60 No. HR/MO during sec trading: 40 Describe duties: Actively market and manage property - including operations and financial management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-23
S63 Uniform Securities Agent State Law Examination 2013-02-20
  • S66 Uniform Combined State Law Examination
    2014-10-23
  • S63 Uniform Securities Agent State Law Examination
    2013-02-20
Other Names
  • Steve Bishop

View on SEC IAPD

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