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William Allen Burger

Mml Investors Services, LLC

Philadelphia, PA

Philadelphia, PA

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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 2024-01-16
PA RA APPROVED 2023-07-13
  • TX RA
    APPROVED
    Since 2024-01-16
  • PA RA
    APPROVED
    Since 2023-07-13

Branch Locations

510 Walnut Street Suite 1630, Philadelphia, PA 19106 • United States

Philadelphia, 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
Mml Investors Services, Llc Philadelphia PA 03/2023 Present
Dickinson College Carlisle PA 08/2016 05/2019
Cohick & Associates Carlisle PA 01/2019 04/2019
Massmutual Life Insurance Co/Ufinancial Group Philadelphia PA 06/2019 Present
Dickinson College Carlisle PA 08/2015 05/2019
  • 03/2023 → Present
    Mml Investors Services, Llc
    Philadelphia, PA
  • 08/2016 → 05/2019
    Dickinson College
    Carlisle, PA
  • 01/2019 → 04/2019
    Cohick & Associates
    Carlisle, PA
  • 06/2019 → Present
    Massmutual Life Insurance Co/Ufinancial Group
    Philadelphia, PA
  • 08/2015 → 05/2019
    Dickinson College
    Carlisle, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-24
  • S66 Uniform Combined State Law Examination
    2023-06-24
Other Names
  • William Burger
  • Billy Burger
  • William Allen Burger

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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