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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-05
  • NY RA
    APPROVED
    Since 2026-08-05

Branch Locations

280 Congress St Suite 1300, Boston, MA 02210 • United States

New York, NY • 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
Merrill, Lynch, Pierce, Fenner & Smith Inc Denver CO 08/2019 05/2023
The Post Brewing Co. Denver CO 05/2019 07/2019
Unemployed Denver CO 04/2019 05/2019
Total Quality Logistics Denver CO 01/2019 04/2019
Wymans #5 Denver CO 09/2018 01/2019
Unemployed Denver CO 05/2018 08/2018
Rok:BRgr South Miami FL 10/2017 04/2018
Diamonds International Skagway AK 05/2017 10/2017
Rok:BRgr South Miami FL 03/2015 05/2017
University Of Miami Coral Gables FL 08/2013 05/2017
South Miami Dade Cultural Arts Center Cutler Bay FL 04/2016 05/2017
Crescent Harbor Private Wealth/Sanctuary Securities, Inc. Jersey City NJ 05/2023 07/2026
Crescent Harbor Private Wealth/Sanctuary Advisors Llc Jersey City NJ 05/2023 07/2026
Mml Investors Services, Llc Boston MA 07/2026 Present
Massmutual Life Insurance Company Boston MA 07/2026 Present
  • 08/2019 → 05/2023
    Merrill, Lynch, Pierce, Fenner & Smith Inc
    Denver, CO
  • 05/2019 → 07/2019
    The Post Brewing Co.
    Denver, CO
  • 04/2019 → 05/2019
    Unemployed
    Denver, CO
  • 01/2019 → 04/2019
    Total Quality Logistics
    Denver, CO
  • 09/2018 → 01/2019
    Wymans #5
    Denver, CO
  • 05/2018 → 08/2018
    Unemployed
    Denver, CO
  • 10/2017 → 04/2018
    Rok:BRgr
    South Miami, FL
  • 05/2017 → 10/2017
    Diamonds International
    Skagway, AK
  • 03/2015 → 05/2017
    Rok:BRgr
    South Miami, FL
  • 08/2013 → 05/2017
    University Of Miami
    Coral Gables, FL
  • 04/2016 → 05/2017
    South Miami Dade Cultural Arts Center
    Cutler Bay, FL
  • 05/2023 → 07/2026
    Crescent Harbor Private Wealth/Sanctuary Securities, Inc.
    Jersey City, NJ
  • 05/2023 → 07/2026
    Crescent Harbor Private Wealth/Sanctuary Advisors Llc
    Jersey City, NJ
  • 07/2026 → Present
    Boston, MA
  • 07/2026 → Present
    Massmutual Life Insurance Company
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-18
  • S66 Uniform Combined State Law Examination
    2020-02-18
Other Names
  • Jason Greenfield

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