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Weston James Graddy

Mml Investors Services, LLC

Charlotte, NC

Charlotte, NC

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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_RES 2025-08-22
NC RA APPROVED 2025-07-22
  • TX RA
    APPROVED_RES
    Since 2025-08-22
  • NC RA
    APPROVED
    Since 2025-07-22

Branch Locations

4350 Congress Street Suite 300, Charlotte, NC 28209 • United States

Charlotte, NC • 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 Co Charlotte NC 04/2025 Present
Mml Investors Services, Llc Charlotte NC 05/2025 Present
Accenture Charlotte NC 08/2024 05/2025
Insight Sourcing Group Peachtree Corners GA 08/2018 08/2024
Extended Travel Atlanta GA 05/2018 08/2018
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2014 05/2018
  • 04/2025 → Present
    Massmutual Life Insurance Co
    Charlotte, NC
  • 05/2025 → Present
    Mml Investors Services, Llc
    Charlotte, NC
  • 08/2024 → 05/2025
    Accenture
    Charlotte, NC
  • 08/2018 → 08/2024
    Insight Sourcing Group
    Peachtree Corners, GA
  • 05/2018 → 08/2018
    Extended Travel
    Atlanta, GA
  • 08/2014 → 05/2018
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-15
  • S66 Uniform Combined State Law Examination
    2025-07-15
Other Names
  • Wes Graddy
  • Weston Graddy

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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