Jonathan David Diamantopoulos

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-13

TX RA
APPROVED

Since 2026-08-13

Branch Locations

Fort Worth, TX • United States

2273 East Continental Blvd Suite 120, Southlake, TX 76092 • 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

Organization	City	State	From	To
Massmutual Life Insurance Co/Bluecrest Financial Alliances	Southlake	TX	03/2026	Present
Mml Investors Services, Llc	Southlake	TX	05/2026	Present
Exxonmobil	Fort Worth	TX	06/2006	08/2018
Maroon Bells Partners	Fort Worth	TX	08/2018	Present
Heb	Fort Worth	TX	06/2023	03/2026

03/2026 → Present

Massmutual Life Insurance Co/Bluecrest Financial Alliances

Southlake, TX
05/2026 → Present

Mml Investors Services, Llc

Southlake, TX
06/2006 → 08/2018

Exxonmobil

Fort Worth, TX
08/2018 → Present

Maroon Bells Partners

Fort Worth, TX
06/2023 → 03/2026

Heb

Fort Worth, TX

Other Businesses

(1) NAME: CORNERSTONE WEALTH STRATEGIES INV REL: Y ADD: 2273 CONTINENTAL BLVD, STE 120, SOUTHLAKE, TX 76092 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 06/01/2026 No. HR/MO: 40. No. HR/MO DURING SEC TRADING: 40. DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE. (2) NAME: MAROON BELLS PARTNERS LLC INV REL: Y or N ADD: RESIDENTIAL NATURE: OIL AND GAS INVESTMENTS POSITION: PARTNER START DATE: 08/01/2018 No. HR/MO: 10. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: BUYING AND SELLING OIL AND GAS LEASES, PERFORMING DUTIES FOR NON-OPERATED PRODUCING OIL AND GAS WELLS. (3) NAME: REVOLVER ENERGY PARTNERS LLC AND MAROON BELLS PARTNERS LLC INV REL: Y ADD: RESIDENTIAL NATURE: OIL AND GAS INVESTMENTS POSITION: MANAGING PARTNER START DATE: 01/01/2020 No. HR/MO: 10. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: BOUGHT SEVERAL LEASES IN 2020-2022. IN 2023 SOLD SHARS TO FRIENDS AND FAMILY TO PARTICIPATE IN DRILLING. IN 2025-2026 SOLD PRODUCING NON-OP WI, AND WE ARE CURRENTLY IN THE PROCESS OF MAKING FINAL DISTRIBUTIONS AND WINDING DOWN THE FUND (FINAL ACTIVITITIES WILL BE IN 1 Q2027).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-11

S66 Uniform Combined State Law Examination

2026-07-11

Other Names

Jonathan David Diamantopoulos
Jonathan Diamantopoulos

View on SEC IAPD