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Taylor Bonniwell

Mml Investors Services, LLC

Atlanta, GA

CRD 7684741

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Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-04-12
  • GA RA
    APPROVED
    Since 2024-04-12

Branch Locations

7000 Peachtree Dunwoody Road Bldg 12 Suite 200, 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
Mml Investors Services, Llc Atlanta GA 03/2023 Present
Massmutual Life Insurance Company Atlanta GA 03/2023 Present
Supreme Lending Southeast Alpharetta GA 02/2020 01/2023
Reynolds & Reynolds Financial Partners Atlanta GA 01/2023 Present
Aubri Lanes At The Club At Lake Sinclair Milledgeville GA 05/2017 12/2019
Unemployed Woodstock GA 01/2020 01/2020
Georgia College & State University Milledgeville GA 06/2015 12/2019
  • 03/2023 → Present
    Atlanta, GA
  • 03/2023 → Present
    Massmutual Life Insurance Company
    Atlanta, GA
  • 02/2020 → 01/2023
    Supreme Lending Southeast
    Alpharetta, GA
  • 01/2023 → Present
    Reynolds & Reynolds Financial Partners
    Atlanta, GA
  • 05/2017 → 12/2019
    Aubri Lanes At The Club At Lake Sinclair
    Milledgeville, GA
  • 01/2020 → 01/2020
    Unemployed
    Woodstock, GA
  • 06/2015 → 12/2019
    Georgia College & State University
    Milledgeville, GA
Other Businesses

NAME: Orthocrafters, Inc. INV REL: N ADDR: 4595 Towne Lake Pkwy #100, Woodstock, GA 30189 NATURE: Orthodontic Lab POSITION: Clerical Work START: 6/1/2012 HRS/MO: 20 NO HRS/MO DUR TRADING: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-26
S63 Uniform Securities Agent State Law Examination 2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2024-03-26
  • S63 Uniform Securities Agent State Law Examination
    2024-01-26
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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