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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-19 |
| MD | RA | APPROVED | 2023-03-23 |
Branch Locations
11350 Mccormick Road Executive Plaza Iv, Suite 200, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 10/2018 | 05/2019 |
| Sewanee: The University Of The South | Sewanee | TN | 08/2014 | 07/2018 |
| Robert Half Employment Agency | Norfolk | VA | 06/2016 | 08/2017 |
| Mml Investors Services, Llc | Hunt Valley | MD | 11/2021 | Present |
| Massmutual Life Insurance Co | Hunt Valley | MD | 11/2021 | Present |
| Nexus Systems, Llc | Washington | DC | 08/2019 | 08/2022 |
1)Name: William Summers, Inv Rel: Y Addr: 11350 McCormick Rd, EP 4, Suite 200 Hunt Valley MD 21031, Nature: Outside Insurance Sales, Position: Insurance Broker, Start: 1/13/2023, No Hr/Mo: 5 No Hr/Mo Dur Trading:5 Duties: Life, Disability, Long-Term Care, Fixed Annuities, Health.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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