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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-10-28
UT RA APPROVED 2013-05-22
  • TX RA
    APPROVED
    Since 2013-10-28
  • UT RA
    APPROVED
    Since 2013-05-22

Branch Locations

2901 West Blue Grass Blvd Suite 320, Lehi, UT 84048 • United States

Richmond, UT • 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
Massmutual Life Insurance Company Lehi UT 04/2013 Present
Mml Investors Services, Llc Lehi UT 04/2013 Present
Previous Registrations
  • 2009-10-08 → 2013-04-09
    Nampa, ID
  • 2007-10-03 → 2009-10-02
    Insphere Securities, Inc.
    Boise, ID
    Salt Lake City, UT
  • 2005-12-13 → 2007-10-03
    Allegis Advisors, Inc.
    Logan, UT
    Salt Lake City, UT
Other Businesses

(1.) NAME: BRADY MURRAY INV REL: Y ADD: 2901 W BLUE GRASS BLVD STE 320 LEHI UT 84043 NATURE: INDIVIDUAL LIFE/HEALTH POSITION: SALES START DATE: 8/01/04 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: HUNTSMAN SCHOOL OF BUSINESS INV REL: N ADD: 3500 OLD MILL LOGAN UT 84321 NATURE: BUSINESS SCHOOL POSITION: NATIONAL ADVISORY BOARD MEMBER START DATE: 4/13 NO. HR/MO: .1 NO. HR/MO DURING SEC TRADING: 1(3) NAME: RACING FOR ORPHANS WITH DOWN SYNDROME INV REL: N ADD: 2901 W BLUE GRASS BLVD STE 320 LEHI UT 84043 NATURE: NON-PROFIT ORGANIZATION POSITION: FOUNDER START DATE: 4/13 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 (4) NAME: SAVOLOGY INV REL: Y ADD: 1555 N FREEDOM BLVD PROVO UT 84604 NATURE: LEADS GENERATION SOFTWARE COMPANY IDENTIFIES GAPS IN FINANCIAL PROFILE (LIFE INS, P&C GAPS) POSITION: BOARD SERVICE START DATE: 3/10/2020 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 (5) NAME: STRATEGY WEST FINANCIAL INV REL: Y ADD: 2901 W BLUE GRASS BLVD STE 320 LEHI UT 84043 NATURE: INSURANCE AND ANNUITY SALES POSITION: PARTNER START DATE: 4/02/2022 NO HRS/MO: 50 NO HRS/MO DUR TRADING: 50 DUTIES: OVERSEE THE DAY-TO-DAY OPERATIONS (6) NAME: CARING TIDE INV REL: Y ADD: 2901 W BLUE GRASS BLVD STE 320 LEHI UT 84043 NATURE: DISABILITY CONSULTING SERVICES POSITION: FOUNDER & PRINCIPAL START DATE: 3/26/2024 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 20 DUTIES: WE WORK WITH FAMILIES WHO HAVE A LOVED ONE WHO HAS A DISABILITY TO PROVIDE GUIDANCE AND SUPPORT (7) FIRST PITCH INV REL: Y ADD: 2901 W BLUE GRASS BLVD STE 320 LEHI UT 84043 NATURE: CONTENT CREATION POSITION: FOUNDER & PRINCIPAL START DATE: 3/26/2024 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 20 DUTIES: WE CREATE CONTENT FOCUSED ON INSPRIRING AND ASSISTING FAMILIES WHO HAVE A LOVED ONE WITH A DISABILITY (8) NAME: BB CHARGER LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: BUSINESS INVESTING POSITION:MEMBER START DATE: 10/31/2024 NO HRS/MO: 2 NO HRS/MO DURING SEC TRADING: 2 DUTIES: PERFORM DUE DILIGENCE ON OUTSIDE INVESTMENT OPPORTUNITIES (9) NAME: TIDE POINT FINANCIAL INV REL: Y ADD: 2901 W BLUE GRASS BLVD SUITE 320 LEHI UT 84043 NATURE/DUTIES: LLC ESTABLISHED TO OVERSEE THE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION (DBA) POSITION: OWNER START DATE: 05/30/2025 NO. HR/MO: 25 NO. HR/MO DURING SEC TRADING: 20 (10): NAME: BNRC2025, LLC INV REL: Y ADD: RESIDENTIAL NATURE: OWNER OF LLC FOR LIMITED PARTNER INVESTMENTS POSITION: OWNER START DATE: 12/20/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-21
S63 Uniform Securities Agent State Law Examination 2005-04-21
  • S65 Uniform Investment Adviser Law Examination
    2005-10-21
  • S63 Uniform Securities Agent State Law Examination
    2005-04-21
Designations

View on SEC IAPD

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