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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
Branch Locations
13455 Noel Road 20Th Floor, Dallas, TX 75240 • United States
Waxahachie, TX • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Dallas | TX | 02/2015 | Present |
| Mml Investors Services, Llc | Dallas | TX | 12/2015 | Present |
(1) Name: College Planning Referral Services Inv rel: Y Add: 3500 Sage Brush Trail Plano Tx 75203 Nature: College Planning Position: sales Start date: 03/2013 No. HR/MO: 15 No. HR/MO during sec trading: 15 Describe duties: Refer to College Planner for compensation (2) Name: Jeffrey Rodman Benson Inv Rel: Y Add: 13455 Noel Rd 20th Floor, Dallas, Texas 75204 Nature: Outside Insurance Sales Position: Insurance Salesman Start Date: 03/06/2023 No Hrs/Mo: 3 No/Hrs Mo dur trading: 3 Describe Duties: Life(term/universal/whole), Disability, Long-term care and Fixed annuities. (3) NAME: TRUPROCO, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 01/2009 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: THERE ARE NO INHERIT ACTIVITIES OR DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-07 |
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