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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-12
  • PA RA
    APPROVED
    Since 2026-02-12

Branch Locations

201 King Of Prussia Road Suite 501, Radnor, PA 19087 • 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
Cuso Financial Services, Lp San Diego CA 07/2022 03/2023
Ardent Credit Union Wayne PA 04/2019 08/2024
Art Of Shaving King Of Prussia PA 09/2018 04/2019
American Heritage Federal Credit Union King Of Prussia PA 11/2016 09/2018
Montgomery County Community College Blue Bell PA 08/2016 08/2018
Cuso Financial Services, Lp San Diego CA 03/2023 09/2023
Thrivent Investment Management Inc Chesterbrook PA 07/2024 11/2025
Thrivent Financial Appleton WI 08/2024 12/2024
Thrivent Financial Appleton WI 12/2024 11/2025
Mml Investors Services, Llc Radnor PA 02/2026 Present
Massmutual Life Insurance Company Radnor PA 02/2026 Present
  • 07/2022 → 03/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 04/2019 → 08/2024
    Ardent Credit Union
    Wayne, PA
  • 09/2018 → 04/2019
    Art Of Shaving
    King Of Prussia, PA
  • 11/2016 → 09/2018
    American Heritage Federal Credit Union
    King Of Prussia, PA
  • 08/2016 → 08/2018
    Montgomery County Community College
    Blue Bell, PA
  • 03/2023 → 09/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2024 → 11/2025
    Chesterbrook, PA
  • 08/2024 → 12/2024
    Thrivent Financial
    Appleton, WI
  • 12/2024 → 11/2025
    Thrivent Financial
    Appleton, WI
  • 02/2026 → Present
    Radnor, PA
  • 02/2026 → Present
    Massmutual Life Insurance Company
    Radnor, PA
Previous Registrations
Other Businesses

NAME: ADEPT STYLES, LLC INV REL: N ADD: RESIDENTIAL NATURE: RETAIL SALES POSITION: OWNER/CEO START DATE: 02/10/2026 No. HR/MO: 20. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: WEBSITE SETUP, CLOTHING DESIGN, MARKETING, SALES, ETC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-22
  • S66 Uniform Combined State Law Examination
    2023-03-22
Other Names
  • Jacob Aaron Castaneda

View on SEC IAPD

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