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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-25 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Newtown | PA | 01/2015 | 03/2017 |
| Massmutual Life Insurance Co | Newtown Square | PA | 07/2016 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
(1) NAME: TRENT LEUPOLD INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, & DI POSITION: AGENT START: 06/2015 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2. (2) NAME: TML FINANCIAL SERVICES, LLC, INV REL: Y, ADD: RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 4/1/2023, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0 (3) NAME: TRENT LEUPOLD INV REL: Y ADD: 16 CAMPUS BLVD, STE 200, NEWTOWN SQUARE, PA 19073 NATURE: LIFE SETTLEMENTS POSITION: AGENT START DATE: 10/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: REFERRAL FOR LIFE SETTLEMENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-22 |
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