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Donald Andrews Montgomery

Mml Investors Services, LLC

Mechanicsburg, PA

Enola, PA

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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-01-24
  • PA RA
    APPROVED
    Since 2011-01-24

Branch Locations

100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050 • United States

Enola, PA • 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
Mass Mutual Life Insurance Company Mechanicsburg PA 04/2010 Present
Mml Investors Services Mechanicsburg PA 04/2010 Present
  • 04/2010 → Present
    Mass Mutual Life Insurance Company
    Mechanicsburg, PA
  • 04/2010 → Present
    Mml Investors Services
    Mechanicsburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-21
S63 Uniform Securities Agent State Law Examination 2010-05-20
  • S65 Uniform Investment Adviser Law Examination
    2010-12-21
  • S63 Uniform Securities Agent State Law Examination
    2010-05-20
Other Names
  • Donald A Montgomery

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Mechanicsburg, PA
AVANTRA FAMILY WEALTH, INC. · MECHANICSBURG, PA
WIENKEN ADVISORS, LTD. · MECHANICSBURG, PA
THE APPALACHIAN FINANCIAL GROUP · MECHANICSBURG, PA
MML INVESTORS SERVICES, LLC · Mechanicsburg, PA
MML INVESTORS SERVICES, LLC · Mechanicsburg, PA
COMMONWEALTH FINANCIAL NETWORK · Mechanicsburg, PA
SEASIDE WEALTH ADVISORS LLC · Mechanicsburg, PA

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