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Forrest Magee

Mml Investors Services, LLC

Houston, TX

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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 2025-11-21
  • TX RA
    APPROVED
    Since 2025-11-21

Branch Locations

3040 Post Oak Boulevard Suite 2000, Houston, TX 77056 • 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
Pepperdine University Malibu CA 01/2021 12/2022
Texas A&M University College Station TX 05/2013 05/2017
Morgan Stanley Chicago IL 06/2023 06/2024
Roosevelt Management Company Dallas TX 05/2017 04/2019
Rushmore Loan Management Services Dallas TX 06/2020 12/2020
Dakota Asset Services Dallas TX 04/2019 06/2020
E*Trade Securities Llc Chicago IL 08/2022 09/2023
Jpmorgan Chase Bank Houston TX 03/2021 11/2021
Fidelity Investments Westlake TX 07/2024 09/2025
Fidelity Brokerage Services Llc Westlake TX 08/2024 09/2025
Massmutual Life Insurance Co Houston TX 10/2025 Present
Mml Investors Services, Llc Houston TX 11/2025 Present
  • 01/2021 → 12/2022
    Pepperdine University
    Malibu, CA
  • 05/2013 → 05/2017
    Texas A&M University
    College Station, TX
  • 06/2023 → 06/2024
    Morgan Stanley
    Chicago, IL
  • 05/2017 → 04/2019
    Roosevelt Management Company
    Dallas, TX
  • 06/2020 → 12/2020
    Rushmore Loan Management Services
    Dallas, TX
  • 04/2019 → 06/2020
    Dakota Asset Services
    Dallas, TX
  • 08/2022 → 09/2023
    E*Trade Securities Llc
    Chicago, IL
  • 03/2021 → 11/2021
    Jpmorgan Chase Bank
    Houston, TX
  • 07/2024 → 09/2025
    Fidelity Investments
    Westlake, TX
  • 08/2024 → 09/2025
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 10/2025 → Present
    Massmutual Life Insurance Co
    Houston, TX
  • 11/2025 → Present
    Mml Investors Services, Llc
    Houston, TX
Previous Registrations
  • 2025-03-31 → 2025-09-30
    Strategic Advisers Llc
    Houston, TX
    Houston, TX
    Chicago, IL
    Boston, MA
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2024-05-24 → 2024-06-28
    Morgan Stanley
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-23
S63 Uniform Securities Agent State Law Examination 2022-09-21
  • S66 Uniform Combined State Law Examination
    2024-05-23
  • S63 Uniform Securities Agent State Law Examination
    2022-09-21
Other Names
  • Forrest T Magee

View on SEC IAPD

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