William Robert Bentley

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
GA	RA	APPROVED	2026-06-02

GA RA
APPROVED

Since 2026-06-02

Branch Locations

Alpharetta, GA • United States

11675 Great Oaks Way Ste 320, Alpharetta, GA 30022 • 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
Mml Investors Services, Llc	Alpharetta	GA	03/2026	Present
Massmutual Life Insurance Company	Alpharetta	GA	01/2026	Present
Mortgage Assurance	Atlanta	GA	12/2008	01/2026
Preferred Mortgage Source	Roswell	GA	12/2025	Present

03/2026 → Present

Mml Investors Services, Llc

Alpharetta, GA
01/2026 → Present

Massmutual Life Insurance Company

Alpharetta, GA
12/2008 → 01/2026

Mortgage Assurance

Atlanta, GA
12/2025 → Present

Preferred Mortgage Source

Roswell, GA

Other Businesses

Name: Preferred Mortgage Source Inv rel: Y Add: 295 W Crossville Road, Bldg 500, Suite 520, Roswell, GA 30075 Nature: Mortgage Lending Position: Loan Officer Start date: 12/31/2025 No. HR/MO: 12 No. HR/MO during sec trading: 2 Describe duties: Originate purchase mortgage loan applications.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-08

S66 Uniform Combined State Law Examination

2026-05-08

Other Names

William Bentley
Robert Bentley

View on SEC IAPD