Best Investors Account Sign in
Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-29
  • TX RA
    APPROVED_RES
    Since 2021-10-29

Branch Locations

388 State Street Suite 550, Salem, OR 97301 • 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 Company Salem OR 01/2014 Present
Mml Investors Services Llc Salem OR 06/2014 Present
Other Businesses

(1) NAME: CAPITAL BENEFITS GROUP LLC INV REL: Y ADD: 388 STATE STREET SUITE 550 SALEM OR 97301 NATURE:HEALTH INSURANCE POSITION: AGENT START DATE: 1/14/14 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 10 (2) NAME: MORGAN SUND INV REL: Y ADD: 388 STATE ST SUITE 550 SALEM OR 97301 NATURE: INDIVIDUAL LIFE, INDIVIDUAL DI POSITION: AGENT START DATE: 6/01/2019 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 (3) NAME: MORGAN H SUND INV REL: Y ADD: 388 STATE STREET SUITE 550 SALEM OR 97301 NATURE: VARIABLE ANNUITY SALES POSITION: FINANCIAL ADVISOR START DATE: 4/1/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: MANAGE ASSETS (4) NAME: UNITED WAY OF THE MID-WILLAMETTE VALLEY INV REL: N ADD: 455 BLILER AVE SALEM OR 97301 NATURE: NON-PROFIT POSITION: BOARD MEMBER START DATE: 10/01/2015 NO HRS/MO: 6 NO HRS/MO DUR TRADING: 0 DUTIES: SUPPORT THE STAFF AND VOLUNTEER IN THE COMMUNITY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-26
  • S66 Uniform Combined State Law Examination
    2014-09-26
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salem, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor