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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-24
  • CA RA
    APPROVED
    Since 2023-03-24

Branch Locations

1410 Rocky Ridge Dr Ste 330, Roseville, CA 95661 • United States

Auburn, CA • 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 Roseville CA 12/2022 Present
Mml Investors Services Llc Roseville CA 01/2023 Present
Amazing Facts International Roseville CA 02/2008 04/2023
  • 12/2022 → Present
    Massmutual Life Insurance Company
    Roseville, CA
  • 01/2023 → Present
    Roseville, CA
  • 02/2008 → 04/2023
    Amazing Facts International
    Roseville, CA
Other Businesses

(1) NAME: MARK TEH AND KAYA TEH, TRUSTEES INV REL: Y ADD: RESIDENTIAL NATURE: WE ARE RENTING THE GUEST QUARTERS OF OUR PERSONAL RESIDENCE POSITION: PROPERTY OWNER START DATE: 01/01/2023 NO HRS/MO: 1 NO HRS.MO DUR TRADING:1 DUTIES: RENTING OUT OUR GUEST QUARTERS (2) NAME: ESTATE PLAN DESIGN CENTER INV REL: Y ADD: 2999 DOUGLAS BLVD, SUITE 180 ROSEVILLE CA 95661 NATURE: ESTATE PLANNING LEGAL SERVICES POSITION: OWNER/ATTORNEY START DATE: 5/01/2021 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 0 DUTIES: OVERSEE THE OPERATIONS OF THE LAW FIRM AND COUNSEL CLIENTS AND DRAFT THEIR ESTATE PLANNING DOCUMENTS (3) NAME: MARK TEH INV REL: Y ADD: RESIDENTIAL NATURE: LIFE, DI, LTC, FIXED ANNUITIES AND HEALTH INSURANCE POSITION: INSURANCE AGENT START DATE: 9/1/2023 NO HRS/MO: 1 NO HRS/ MO DUR TRADING: 1 DUTIES: RESEARCH, SOLICIT, SELL AND SERVICE INSURANCE POLICIES (4) NAME: GENERATIONAL GIFTING CONCEPT (GGC) INV REL: Y ADD: 1410 ROCKY RIDGE DRIVE, SUITE 330, ROSEVILLE, CA 95661 NATURE: INSURANCE BASED EDUCATIONAL RESOURCE, LEAD GENERATION POSITION: GGC PRACTIONER START DATE: 04/01/2026 NO HRS/MO: 5 NO HRS/ MO DUR TRADING: 5 DUTIES: PROVIDE EDUCATIONAL CONTENT AND CONVERSATIONS TO FAMILIES LOOKING TO IMPLEMENT GENERATIONAL GIFTING STRATEGY FOR CHILDREN/GRANDCHILDREN UTILIZING DIVIDEND PAYING CASH VALUE WHOLE LIFE INSURANCE AS THE MAIN GIFTING VEHICLE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-13
  • S66 Uniform Combined State Law Examination
    2023-03-13
Other Names
  • Mark Teh

View on SEC IAPD

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