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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-11 |
Branch Locations
790 E Colorado Blvd Ste 710, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milano Realty | San Gabriel | CA | 05/2007 | 12/2020 |
| Ccl Financial Services | San Gabriel | CA | 05/2007 | 03/2021 |
| Massmutual Life Insurance Company | Arcadia | CA | 12/2014 | Present |
| Mml Investors Services Llc | Arcadia | CA | 06/2015 | 01/2022 |
| Mml Investors Services Llc | Arcadia | CA | 11/2024 | Present |
1)Name: Jason Tan & Sophia Sun Inv rel: Y Add: Residential Nature: simple rental property Position: Owner Start date: 11/20/2011 No. HR/MO:2 No. HR/MO during sec trading: 0 Describe duties: Owner, manage rental properties 2) Name: LPT Realty Inc. Inv rel: Y Add: 10620 Treena St., Ste. 230, San Diego, CA 92131 Nature: Real Estate Position: Real Estate agent Start date: 1/21/2021 No. HR/MO: 10 No. HR/MO during sec trading: 5 Duties: Help client buy and sell real estate. (3) Name: Consumer Home Loans Inv Rel : Y Add: 10315 Woodley Ave. Ste 119, Granada Hills, CA 91344 Nature: Consumer Home Loans Position: Loan Officer Start Date: 03/06/2021 No Hrs/Mo: 5 No Hrs/Mo Dur Sec Trading: 0 Duties: I originate home loan for purchase and refinance (4): Name: Loan Factory MLO Inv Rel: Y Add: 2195 Tully Rd San Jose, CA 95122 Nature: Loan Factory MLO Position: Loan Officer Start Date: 09/17/2025 No Hrs/Mo: 1 No Hrs/Mo During Sec Trading: 1 Duties: Originate home loan for purchase and refinance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-31 |
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