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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
807 Las Cimas Pkwy Bldg 2, Suite 275, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Austin | TX | 05/2026 | Present |
| Massmutual Life Insurance Company | Austin | TX | 05/2026 | Present |
| Algoleaf | Boerne | TX | 05/2023 | Present |
| Ami Enterprises | Newport Beach | CA | 08/2022 | 05/2023 |
| Vintage King | Burbank | CA | 02/2019 | 08/2022 |
| Guitar Center | Lake Forest | CA | 11/2013 | 02/2019 |
| Chain Reaction | Anaheim | CA | 10/2022 | 03/2024 |
| Equitable Advisors | Austin | TX | 05/2025 | 05/2026 |
NAME: Algoleaf INV REL: Y ADD: 9772 Innes Pl Boerne, TX 78006 NATURE: Healthcare Technology POSITION: Director of Business Operations/Owner START DATE: 05/01/2023 No. HR/MO: 4. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: Manage strategies and operations across sales, marketing and finance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-07 |
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