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300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-16 |
Branch Locations
300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 07/2022 |
| Mml Investors Services, Llc | Austin | TX | 03/2017 | 07/2022 |
| Erben Associates, Llc | Austin | TX | 08/2022 | Present |
| Massachusetts Mutual Life Insurance Company | Austin | TX | 08/2022 | Present |
| M Holdings Securities, Inc. | Portland | OR | 09/2022 | Present |
1) Massachusetts Mutual Life Insurance Company, non-investment related, 317 Grace Lane, Ste 250, Austin, TX 78746, Insurance, 08/2022, 1 hour per month, 1 hour per month, sale of non-variable life insurance, disability, and annuities. 2) Erben Associates; 300 Beardsley Lane Suite D-200 Austin, TX 78746; Member Firm Affiliation; Investment Related; Director of Financial Planning; Create, implement and update financial plans; 08/01/2022; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-22 |
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