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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-14
  • WA RA
    APPROVED
    Since 2025-10-14

Branch Locations

120 W Dayton St Suite B10, Edmonds, WA 98020 • United States

Poulsbo, WA • 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
Olympic Nw Advisors Silverdale WA 10/2008 10/2025
Commonwealth Financial Network Silverdale WA 09/2018 10/2025
Lpl Financial, Llc Silverdale WA 03/2008 09/2018
Massmutual Life Insurance Co Edmonds WA 10/2025 Present
Mml Investors Services, Llc Edmonds WA 10/2025 Present
Previous Registrations
  • 2018-09-24 → 2025-10-16
    Silverdale, WA
    San Diego, CA
    Silverdale, WA
  • 2008-03-04 → 2018-09-21
    Spokane, WA
    Fort Mill, SC
    Silverdale, WA
    Port Townsend, WA
    Port Angeles, WA
    Sequim, WA
    Poulsbo, WA
    Kingston, WA
    Port Ludlow, WA
    Bainbridge Island, WA
    Port Hadlock, WA
  • 2007-08-02 → 2008-03-05
    Ifmg Securities, Inc.
    Spokane, WA
    Irvine, CA
    Spokane, WA
  • 2005-07-28 → 2007-08-09
    Dfc Investor Services
    Spokane, WA
    Chino Hills, CA
    Spokane, WA
    Spokane, WA
Other Businesses

NAME: ADEPT WEALTH MANAGEMENT, LLC INV REL: Y ADD: 120 W DAYTON ST, B-10, EDMONDS, WA, 98020 NATURE: ENTITY LLC - MARKETING AND BOOKKEEPING POSITION: FINANCIAL ADVISOR START DATE: 06/01/2026 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 120 DUTIES: FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, MANAGING MEMBER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-13
S63 Uniform Securities Agent State Law Examination 1992-02-01
  • S65 Uniform Investment Adviser Law Examination
    2005-07-13
  • S63 Uniform Securities Agent State Law Examination
    1992-02-01
Other Names
  • Teerri Mansell
  • Terri Mansell
  • Teresa K Pence
  • Teresa K. Mansell

View on SEC IAPD

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