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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-14
TX RA APPROVED 2017-06-02
  • NY RA
    APPROVED
    Since 2021-06-14
  • TX RA
    APPROVED
    Since 2017-06-02

Branch Locations

565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • 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
Msi Financial Services Inc White Plains NY 07/2016 03/2017
Massachusetts Mutual Life Insurance Company Elmsford NY 07/2016 Present
Mml Investors Services, Llc Elmsford NY 03/2017 Present
  • 07/2016 → 03/2017
    Msi Financial Services Inc
    White Plains, NY
  • 07/2016 → Present
    Massachusetts Mutual Life Insurance Company
    Elmsford, NY
  • 03/2017 → Present
    Elmsford, NY
Other Businesses

(1)NAME: WILLIAM EDELSON INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: LEGAL POSITION: ATTORNEY- INACTIVE START: 08/01/1994 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0. (2)NAME: WILLIAM EDELSON INV REL: Y ADDR: 565 TAXTER RD SUITE 625 ELMSFORD NY 10523 NATURE: OUTSIDE INSURANCE SALES: POSITION: INDEPENDENT INSURANCE AGENT START DATE: 03/2016 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 20 DESCRIBE DUTIES: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH POSITION, DISABILITY, LTC AND FIXED ANNUTIES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-11
  • S63 Uniform Securities Agent State Law Examination
    1994-08-11
Designations
Other Names
  • Bill Edelson

View on SEC IAPD

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