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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 2023-11-20
GA RA APPROVED 2023-05-15
  • TX RA
    APPROVED
    Since 2023-11-20
  • GA RA
    APPROVED
    Since 2023-05-15

Branch Locations

6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • 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
University Of West Georgia Carrollton GA 08/2016 12/2019
Gwinnett County Public Schools Suwannee GA 01/2020 05/2022
Modern Woodmen Of America Winder GA 05/2022 04/2023
Mwa Financial Services Inc Winder GA 08/2022 04/2023
Massmutual Life Insurance Co Atlanta GA 04/2023 Present
Mml Investors Services, Llc Atlanta GA 05/2023 Present
  • 08/2016 → 12/2019
    University Of West Georgia
    Carrollton, GA
  • 01/2020 → 05/2022
    Gwinnett County Public Schools
    Suwannee, GA
  • 05/2022 → 04/2023
    Modern Woodmen Of America
    Winder, GA
  • 08/2022 → 04/2023
    Mwa Financial Services Inc
    Winder, GA
  • 04/2023 → Present
    Massmutual Life Insurance Co
    Atlanta, GA
  • 05/2023 → Present
    Atlanta, GA
Other Businesses

(1) NAME: PIEDMONT BROKERAGE INV REL: Y ADD: 6 CONCOURSE PKWY, SUITE 2700, ATLANTA, GA 30328 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 11/01/2023 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 20 DESCRIBE DUTIES: LIFE & DISABILITY. (2) NAME: PIEDMONT STRATIGIC ADVISORS LLC INV REL: Y ADD: 6 CONCOURSE PKWY, SUITE 2700, ATLANTA, GA 30328 NATURE: DBA POSITION: PARTNER-FINANCIAL PLANNER START DATE: 01/01/2024 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160 DESCRIBE DUTIES: FINANCIAL PLANNING AND WEALTH MANAGEMENT SERVICES. (3) NAME: PSA WEALTH, LLC, INV REL: Y, ADD: 6 CONCOURSE PKWY, SUITE 2700, ATLANTA, GA 30328 NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 02/01/2025, NO. HR/MO: 1, NO. HR/MO DURING SEC TRADING: 1 (4) NAME: PSA CONSULTING LLC, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE: CONSULTING, POSITION: OWNER, START DATE: 05/31/2026, NO. HR/MO: 10, NO. HR/MO DURING SEC TRADING: 10, DUTIES: TRAINING AND DEVELOPING COACHING METHODS TO HELP OTHER ADVSORS GROW THEIR BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-10
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2023-04-10
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07
Other Names
  • Will Bearden

View on SEC IAPD

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