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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-11 |
| MD | RA | APPROVED | 2017-03-25 |
| TX | RA | APPROVED_RES | 2017-03-25 |
Branch Locations
Windermere, FL • United States
6811 Benjamin Franklin Dr Suite 160, Columbia, MD 21046 • United States
Ellicott City, MD • 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 | Columbia | MD | 07/2016 | Present |
| Mml Investors Services, Llc | Columbia | MD | 03/2017 | Present |
| Metlife Securities Inc. | Linthicum | MD | 10/1999 | Present |
| Metropolitan Life Ins. Co. | Linthicum | MD | 10/1999 | Present |
1) NAME: JAMES LEE INV REL: Y ADDR: @RESIDENTIAL ADDRESS ON RECORD, NATURE: LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, POSITION: AGENT START:7/1/2016 NO HR/MO:1 NO HR/MO DUR TRADING:1. 2) NAME: METROPOLITAN WEALTH ADVISORS, LLC, INV REL: Y, ADD: 6811 BENJAMIN FRANKLIN DR, #160, COLUMBIA, MD 21046 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 1/1/2024, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-23 |
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