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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-03 |
| NM | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED | 2024-12-19 |
Branch Locations
Miramar Beach, FL • United States
#1 Village Dr Suite 252, Abilene, TX 79606 • United States
Holman, NM • United States
Nolan, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Abilene | TX | 08/2012 | Present |
| Mml Investors Services Inc | Abilene | TX | 04/2014 | 12/2018 |
| Mml Investors Services, Llc | Abilene | TX | 03/2022 | Present |
(1)NAME: SHANE ROBERTSON INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE POSITION: AGENT, START: 09/01/2012 NO HR/MO: 1 NO HR/MO DUR TRADING: 1 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE (2)NAME: TRINITY RANCH INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: RANCHING POSITION: OWNER START: 04/01/1996 NO HR/MO: 30 NO HR/MO DUR TRADING: 0 DESCRIBE DUTIES: SELL HUNTS, RANCHING, CATTLE, WIND TURBINE (3) NAME: S&S FLP INV REL: N ADDR: 4112 STATE HIGHWAY 518, HOLMAN, NM 87723 NATURE: RANCHING POSITION: OWNER START DATE: 09/01/2019 NO HR/MO: 2 NO HR/MO DUR TRADING: 0 DESCRIBE DUTIES: SELL HUNTS, RANCHING, CATTLE, WIND TURBINE 4) NAME: ROBERTSON FL PROPERTIES, LLC INV REL: Y ADD: MIRAMAR BEACH FL NATURE: RENTAL PROPERTY POSITION: PROPERTY OWNER START DATE: 01/06/2026 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PROPERTY OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-14 |
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