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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Cash Financial Services | Tyler | TX | 01/2018 | 11/2020 |
| Student | Tyler | TX | 08/2010 | 01/2021 |
| Northwestern Mutual Life Insurance Company | Addison | TX | 12/2020 | 12/2023 |
| Northwestern Mutual Investment Services Llc | Addison | TX | 10/2021 | 12/2023 |
| Northwestern Mutual Wealth Management Company | Addison | TX | 07/2023 | 12/2023 |
| Massmutual Life Insurance Co | Tyler | TX | 11/2023 | Present |
| Mml Investors Services, Llc | Tyler | TX | 01/2024 | Present |
(1) NAME: ANDRES LEDESMA INV REL: Y ADD: 14241 DALLAS PARKWAY SUITE 1200 DALLAS TX 75254 NATURE: OUTSIDE INSURANCE SALES: LIFE, DISABILITY, EQUITY FIXED LIFE, LONG-TERM CARE, FIXED ANNUITIES POSITION: FINANCIAL PROFESSIONAL START DATE: 01/01/2024 No. HR/MO: 40. No. HR/MO DURING SEC TRADING: 40. DESCRIBE DUTIES: FINANCIAL PLANNING, LIFE & DI SALES. (2) NAME: LEDCAP CONSULTING INV REL: Y ADD: RESIDENTIAL NATURE: CONSULTING - CONSULTING BUSINESSES ON EFFICIENT STANDARD OPERATING PROCEDURES, GROWTH STRATEGIES, INSIGHTS AND SCALE POSITION: COACHING CONSULTANT START DATE: 02/01/2025 No. HR/MO: 10. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: CLIENT TRAINING, BUILDING STANDARD OPERATION PROCEDURES, ACTIONABLE STRATEGIES AND IDEAS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-20 |
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