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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 2022-06-30
PA RA APPROVED 2017-02-14
  • TX RA
    APPROVED
    Since 2022-06-30
  • PA RA
    APPROVED
    Since 2017-02-14

Branch Locations

Lafayette Hill, PA • United States

220 Gibraltar Road Suite 350, Horsham, PA 19044-2306 • United States

30 South 17Th Street Suite 204, Philadelphia, PA 19103 • 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 Insurance Company Conshohocken PA 03/2014 01/2017
Hornor, Townsend & Kent, Inc Conshohocken PA 04/2014 01/2017
Massmutual Life Insurance Co Philadelphia PA 01/2017 Present
Mml Investors Services, Llc Philadelphia PA 02/2017 Present
  • 03/2014 → 01/2017
    Penn Mutual Life Insurance Company
    Conshohocken, PA
  • 04/2014 → 01/2017
    Hornor, Townsend & Kent, Inc
    Conshohocken, PA
  • 01/2017 → Present
    Massmutual Life Insurance Co
    Philadelphia, PA
  • 02/2017 → Present
    Philadelphia, PA
Previous Registrations
Other Businesses

(1)NAME:JS BENEFITS GROUP, INV REL: Y ADDR:54 FRIENDS LANE SUITE 121 NEWTOWN PA 18940 NATURE:GROUP LIFE, GROUP HEALTH, POSITION:AGENT, START: 06/25/19 NO HR/MO:1 NO HR/MO DUR TRADING:0. (2)NAME:CONRAD FINANCIAL, INV REL:Y ADDR:1221 LIMBERLOST LANE GLADWYNE PA 19035 NATURE:INDIVIDUAL LIFE, FIXED ANNUITIES/SPIA, POSITION:AGENT, PARTNER, SALES START:07/1/2015 NO HR/MO:10 NO HR/MO DUR TRADING:5 (3)NAME:RRS FINANCIAL INV REL:Y ADDR:101 GREENWOOD AVE SUITE 202 JENKINTOWN PA 19046 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LONG TERM CARE INSURANCE, DISABILITY INSURANCE, GROUP DISABILITY INSURANCE, POSITION:PARTNER/OWNERSHIP START:09/1/2015 NO HR/MO:10 NO HR/MO DUR TRADING:10 (4)NAME:PRINTFLY CORPORATION INV REL:Y ADDR:2727 COMMERCE WAY PHILADELPHIA PA 19154 NATURE:RETAIL SALES, POSITION:CONSULTANT START:10/25/2017 NO HR/MO:5 NO HR/MO DUR TRADING:0. (5)NAME:BRANDON LEVITHAN, INV REL:Y ADDR:AT RESIDENTIAL ADDRESS, NATURE:INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LONG TERM CARE INSURANCE, DISABILITY INSURANCE, GROUP DISABILITY INSURANCE AND FIXED ANNUITIES POSITION:SALES/AGENT START:10/25/2017 NO HR/MO:5 NO HR/MO DUR TRADING: 2 (6)NAME:BRANDON LEVITHAN, INV REL:Y ADDR:AT RESIDENTIAL ADDRESS, NATURE:OTHER - COACHING FINANCIAL PROFESSIONALS, POSITION:AGENT START:07/17/2019 NO HR/MO:2 NO HR/MO DUR TRADING:1. (7) NAME: FINNSKY ASSET MANAGEMENT INC INV REL: Y ADD: RESIDENTIAL NATURE: ENTITY ESTABLISHED FOR DIRECT DEPOSIT OF COMPENSATION RELATED TO INVESTMENT ADVISORY BUSINESS POSITION: OWNER START DATE: 09/11/2025 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: BOOKKEEPING, PAYROLL, EXPENSES PROCESSING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-15
  • S66 Uniform Combined State Law Examination
    2014-05-15
Designations
Other Names
  • Brandon Levithan

View on SEC IAPD

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