Angel Dodson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 10/2016
  Wells Fargo Advisors, Llc.
  Chesapeake, VA
• 11/2014 → 10/2016
  Wells Fargo Bank Na
  Chesapeake, VA
• 09/2019 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 01/2019 → 05/2019
  New American Funding
  Virginia Beach, VI
• 05/2019 → 07/2019
  Paramount Residential Mortgage Group
  Sunrise, FL
• 10/2016 → 08/2017
  Wells Fargo Mortgage
  Chesapeake, VA
• 08/2017 → 02/2018
  Movement Mortgage
  Virginia Beach, VI
• 02/2018 → 01/2019
  Wells Fargo Mortgage
  Virginia Beach, VA
• 07/2019 → 09/2019
  Ovm Financial
  Chesapeake, VA
• 09/2019 → 01/2021
  Bank Of America, N.A.
  Norfolk, VA
• 08/2023 → 10/2024
  Truist Investment Services, Inc
  Norfolk, VA
• 08/2023 → 10/2024
  Truist Advisory Services, Inc
  Norfolk, VA
• 01/2022 → 01/2023
  Loandepot
  Virginia Beach, VA
• 01/2023 → 04/2023
  Nexa
  Virginia Beach, VA
• 10/2024 → 05/2026
  Ameriprise Financial Services, Llc
  Virginia Beach, VA
• 04/2026 → Present
  Mml Investors Services, Llc
  Virginia Beach, VA
• 04/2026 → Present
  Massmutual Life Insurance Company
  Virginia Beach, VA
• 07/2023 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 04/2023 → 08/2023
  Movement Mortgage
  Virginia Beach, VA

Previous Registrations

• 2024-11-06 → 2026-05-13
  Ameriprise Financial Services, Llc
  Virginia Beach, VA
  Virginia Beach, VA
• 2023-08-17 → 2024-10-28
  Truist Advisory Services, Inc.
  Norfolk, VA
• 2019-12-23 → 2022-02-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-12-20
• S63 Uniform Securities Agent State Law Examination
  2016-05-11