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Mml Investors Services, LLC CRD 10409
$116B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-02-07 |
Branch Locations
3900 Essex Lane Suite 1070, Houston, TX 77027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associates In Insurance & Benefit Planning | Houston | TX | 06/1987 | Present |
| Cohan Insurance Group Inc | Houston | TX | 08/1996 | Present |
| Massmutual Life Insurance Co | Houston | TX | 12/2006 | Present |
| Mml Investors Services, Llc | Houston | TX | 12/2006 | Present |
1) Name: Cohan Insurance Group, Inc. and CORE Benefit Services, Inc. Inv rel: Y Add: 8554 Katy Freeway Suite 102 Houston, TX 77024 Nature: NonMMLIA Insurance Brokerage Position: Sales, Ownership, Agent Start date: Oct 2012 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Wife owns 95% of Cohan Insurance , joint partnership with ABS, and has an agreement with CORE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-01 |
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