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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-27 |
Branch Locations
807 Las Cimas Pkwy Bldg 2, Suite 275, Austin, TX 78746 • United States
Spicewood, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Austin | TX | 05/2016 | Present |
| Mml Investor Services, Llc | Austin | TX | 07/2016 | Present |
NAME: ATT INVESTMENT, LLC INV REL: Y ADD: 288 CR 340 HONDO, TX 78861 NATURE: RENTAL INCOME POSITION: LANDLORD START DATE: 05/01/2022 No. HR/MO: 4. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: COLLECT AND DEPOSIT MONTHLY RENT CHECK. REGULAR MAINTENANCE ON 1 SINGLE FAMILY HOME (LESS THAN 5 HOURS/MONTH) (2) NAME: INDEPENDENT IDENTITY INV REL: Y ADD: 7801 N. LAMAR BLVD. B168 AUSTIN, TX 78752 NATURE: ASSISTING ADULTS WITH AUTISM WITH THE RESOURCES THEY NEED POSITION: BOARD TREASURER START DATE: 03/28/2025 No. HR/MO: 4. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: ASSIST WITH CASH FLOW OF ORGANIZATION AND BUDGETING. NO CHECK SIGNING PRIVILEGES WILL BE GIVEN, CPA WRITES ALL NEEDED MONTHLY CHECKS FOR ORGANIZATION. MONEY COMES IN TO ORGANIZATION AND IS GIVEN OUT ON A NEEDS BASIS. THEY WANT HELP MAKING SURE THEY'RE NOT GIVING OUT MORE THAN THEY ARE TAKING IN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-03 |
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