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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-09
FL RA APPROVED 2017-01-09
  • TX RA
    APPROVED_RES
    Since 2025-01-09
  • FL RA
    APPROVED
    Since 2017-01-09

Branch Locations

197 S Federal Hwy Ste 200, Boca Raton, FL 33432 • United States

Boca Raton, FL • 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
Massmutual Life Insurance Co Boca Raton FL 01/2010 Present
Mml Investors Services, Llc Boca Raton FL 12/2015 Present
Other Businesses

(1) NAME: LEVANTI WEALTH INV REL: Y ADD: 197 S FEDERAL HWY, STE 200, BOCA RATON, FL 33432 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: AGENT START DATE: 12/1/2010 NO HRS/MO: 15 NO HRS/MO DURING SEC TRADING: 15 DESCRIBE DUTIES: SELL LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, & HEALTH. (2) NAME: SONS OF BOSSESS LLC INV REL: N ADD: 1401 E. BROWARD BLVD SUITE 300 FORT LAUDERDALE FL 33301 NATURE: GROUP CREATED TO HELP FAMILY BUSINESS POSITION: OWNER, PARTNER, TREASURER START DATE: 1/2015 NO HRS/MO: 10 NO HRS/MO DURING SEC TRADING: 5. (3) NAME: EPPY HOLDINGS, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: PERSONAL PAYROLL POSITION: OWNER/MANAGER START DATE: 03/01/2021 NO HRS/MO: 2 NO HRS/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: USED TO PAY BILLS AND PERSONAL PAYROLL TO MYSELF. (4) NAME: EPPY BROTHERS LLC INV REL: Y ADD: 197 S FEDERAL HWY, STE 200, BOCA RATON, FL 33432 NATURE: PERSONAL/PAYROLL POSITION: PRESIDENT / MANAGING MEMBER START DATE: 02/26/2021 NO HRS/MO: 20 NO HRS/MO DURING SEC TRADING: 10 DESCRIBE DUTIES: OPERATIONS AND DAY TO DAY MANAGEMENT. (5) NAME: JUJUS MISSION TO REMISSION, INC INV REL: Y ADD: 3021 PURPLE MARTIN LANE, INDIALANTIC, FL 32903 NATURE: BOARD SERVICE POSITION: TREASURER START DATE: 09/01/2024 NO HRS/MO: 2 NO HRS/MO DURING SEC TRADING: 0 DESCRIBE DUTIE: MANAGE THE FINANCIAL FUNCTIONS OF THE NON-PROFIT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-15
S63 Uniform Securities Agent State Law Examination 2016-06-02
  • S65 Uniform Investment Adviser Law Examination
    2016-11-15
  • S63 Uniform Securities Agent State Law Examination
    2016-06-02
Designations

View on SEC IAPD

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