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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-05 |
| CA | RA | APPROVED | 2017-03-25 |
Branch Locations
1676 N California Blvd Ste 430, Walnut Creek, CA 94596 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Oakland | CA | 04/1960 | 03/2017 |
| United Resources Insurance Services | Torrance | CA | 09/1984 | Present |
| Mml Investors Services, Llc | Walnut Creek | CA | 03/2017 | Present |
| Massmutual Life Insurance Co | Walnut Creek | CA | 07/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-28 |
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