Leon Michael Almeida

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Mml Investors Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-09-24
NJ	RA	APPROVED	2017-03-25

TX RA
APPROVED_RES

Since 2019-09-24
NJ RA
APPROVED

Since 2017-03-25

Branch Locations

61 So Paramus Rd 5Th Floor Suite 575, Paramus, NJ 07652 • United States

Saddle River, NJ • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Metlife Securities Inc	Elmsford	NY	11/2011	03/2017
Massmutual Life Insurance Co	Paramus	NY	07/2016	Present
Mml Investors Services, Llc	Paramus	NJ	03/2017	Present

11/2011 → 03/2017

Metlife Securities Inc

Elmsford, NY
07/2016 → Present

Massmutual Life Insurance Co

Paramus, NY
03/2017 → Present

Mml Investors Services, Llc

Paramus, NJ

Previous Registrations

2014-06-09 → 2017-03-25

Msi Financial Services, Inc.

Pearl River, NY

Elmsford, NY

Paramus, NJ

Other Businesses

(1) Name: Leon Almeida Inv rel: Y Add: 61 South Paramus Road Paramus, NJ 07652 Nature: Life and health insurance sales Position: Sales Start date: 09/2012 No. HR/MO: 2 No. HR/MO during sec trading: 2 (2) Name: Leon Almeida Inv rel: Y Add: 61 South Paramus Road 5th Floor Paramus, NJ 07652 Nature: P&C insurance sales Position: Sales Start date: 02/06/2020 No. HR/MO: 5 No. HR/MO during sec trading: 5 (3) Name: Leon Almeida Inv rel: Y Add: Residential Nature: Realtor/Real Estate Position : Investor/Owner Start Date: 10/2020 No. Hr./Mo: 10 No. Hr/Mo During Sec Trading: 0 (4) Name: Leon Almeida Inv rel: Y Addr: 61 S Paramus Rd, Paramus, NJ 07652 Nature: Outside insurance - fixed annuities Position: Financial Advisor Start: 01/24/2022 No hrs/mo: 1 No hrs/mo dur trading: 1 Duties: Sell fixed annuities. (5) NAME: Tri State Renaissance Strategic Wealth Group, LLC INV REL: Y ADD: 61 So Paramus Rd, 5th Floor Ste. 575, Paramus NJ 07652 NATURE: Owner of the LLC POSITION: Owner START DATE: 03/11/2019 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: DBA used for marketing purposes

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-05-27
S63	Uniform Securities Agent State Law Examination	2009-04-24

S66 Uniform Combined State Law Examination

2014-05-27
S63 Uniform Securities Agent State Law Examination

2009-04-24

Designations

Chartered Financial Consultant

Other Names

Leon Almeida

View on SEC IAPD