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Joshua Robert Burnham

Mml Investors Services, LLC

Newburyport, MA

Boston, MA

CRD 7028099

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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
TX RA APPROVED_RES 2025-07-30
  • TX RA
    APPROVED_RES
    Since 2025-07-30

Branch Locations

Newburyport, MA • United States

1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • 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
Penn Mutual Life Ins Co Waltham MA 04/2018 07/2020
Hornor, Townsend & Kent, Llc Waltham MA 01/2019 07/2020
Reder Agency West Hartford CT 10/2016 04/2018
Rhode Island College Providence RI 08/2013 05/2017
American Income Life Foxborough MA 07/2016 10/2016
Mml Investors Services, Llc Boston MA 07/2020 Present
Mass Mutual Life Insurance Company Boston MA 07/2020 Present
Haverhill Country Club Haverhill MA 04/2024 09/2024
  • 04/2018 → 07/2020
    Penn Mutual Life Ins Co
    Waltham, MA
  • 01/2019 → 07/2020
    Hornor, Townsend & Kent, Llc
    Waltham, MA
  • 10/2016 → 04/2018
    Reder Agency
    West Hartford, CT
  • 08/2013 → 05/2017
    Rhode Island College
    Providence, RI
  • 07/2016 → 10/2016
    American Income Life
    Foxborough, MA
  • 07/2020 → Present
    Boston, MA
  • 07/2020 → Present
    Mass Mutual Life Insurance Company
    Boston, MA
  • 04/2024 → 09/2024
    Haverhill Country Club
    Haverhill, MA
Other Businesses

NAME: JOSHUA BURNHAM INV REL: Y ADDR: ONE MARINA PARK DRIVE, STE 1600, BOSTON, MA 02210-1832 NATURE: INDIVIDUAL LIFE POSITION: SALES, AGENT START: 06/01/2016 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 3.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-05-22
  • S63 Uniform Securities Agent State Law Examination
    2019-05-22
Other Names
  • Joshua Burnham

View on SEC IAPD

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