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Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-09-16
  • MD RA
    APPROVED
    Since 2024-09-16

Branch Locations

530 Gaither Road Suite 350, Rockville, MD 20850 • 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
Allstate Insurance Company - Capital Region - Hr Chantilly VA 06/2014 04/2017
Allstate Insurance Co Chantilly VA 10/2016 04/2017
Sparks Group Rockville MD 05/2017 08/2017
Farmers Insurance Mclean VA 09/2017 04/2018
Farmers Insurance Frederick MD 04/2018 05/2024
Farmers Financial Solutions Frederick MD 09/2018 05/2024
Mml Investors Services, Llc Rockville MD 07/2024 Present
Massmutual Life Insurance Company Rockville MD 04/2024 Present
  • 06/2014 → 04/2017
    Allstate Insurance Company - Capital Region - Hr
    Chantilly, VA
  • 10/2016 → 04/2017
    Allstate Insurance Co
    Chantilly, VA
  • 05/2017 → 08/2017
    Sparks Group
    Rockville, MD
  • 09/2017 → 04/2018
    Farmers Insurance
    Mclean, VA
  • 04/2018 → 05/2024
    Farmers Insurance
    Frederick, MD
  • 09/2018 → 05/2024
    Farmers Financial Solutions
    Frederick, MD
  • 07/2024 → Present
    Rockville, MD
  • 04/2024 → Present
    Massmutual Life Insurance Company
    Rockville, MD
Other Businesses

(1) NAME: CALARA AGENCY LLC DBA THE CALARA AGENCY INV REL: Y ADDRESS: 7820B WORMANS MILL RD #474, FREDERICK, MD 21701 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 6/2018 NO. HR/MO: 40, NO. HR/MO DURING SEC TRADING: 10 DUTIES: PROPERTY & CASUALTY, AND MEDICARE INSURANCE AGENCY ASSIST INSURED WITH THEIR PC NEEDS SUCH AS AUTO, HOME, UMBRELLA. ASSIST SENIORS WITH SIGNING UP FOR MEDICARE PRODUCTS. (2) NAME: CALARA AGENCY LLC DBA THE CALARA AGENCY INV REL: Y ADDR: 7820B WORMANS MILL RD #474, FREDERICK, MD 21701 NATURE: INSURANCE AGENCY POSITION: OWNER START DATE: 3/5/2018 NO. HR/MO: 80 NO. HR/MO DURING SEC TRADING: 80 DUTIES: ASSIST CLIENTS TO OBTAIN BUSINESS AND COMMERCIAL INSURANCE, PERSONAL INSURANCE, AND MEDICARE INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-22
S63 Uniform Securities Agent State Law Examination 2017-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-08-22
  • S63 Uniform Securities Agent State Law Examination
    2017-02-07
Other Names
  • Jennifer C Klepach
  • Jennifer C Cowen
  • Jennifer C Cropper

View on SEC IAPD

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