Xuzhen Li

Mml Investors Services, LLC

CRD 8207311

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-27

CA RA
APPROVED

Since 2026-04-27

Branch Locations

Fremont, CA • United States

6701 Koll Center Parkway Ste 140, Pleasanton, CA 94566 • 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

Organization	City	State	From	To
Massmutual Life Insurance Co	Pleasanton	CA	11/2025	Present
Mml Investors Services, Llc	Pleasanton	CA	01/2026	Present
Telink Micro Inc	Santa Clara	CA	05/2011	01/2020
Picoai Inc	Sunnyvalue	CA	04/2020	09/2022
Fortemedia Inc	Milipitas	CA	10/2022	12/2024
Unemployed	Fremont	CA	01/2025	10/2025

11/2025 → Present

Massmutual Life Insurance Co

Pleasanton, CA
01/2026 → Present

Mml Investors Services, Llc

Pleasanton, CA
05/2011 → 01/2020

Telink Micro Inc

Santa Clara, CA
04/2020 → 09/2022

Picoai Inc

Sunnyvalue, CA
10/2022 → 12/2024

Fortemedia Inc

Milipitas, CA
01/2025 → 10/2025

Unemployed

Fremont, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-27

S66 Uniform Combined State Law Examination

2026-03-27

Other Names

David Li

View on SEC IAPD

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