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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
3200 Park Center Dr Suite 320, Costa Mesa, CA 92626 • 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 |
|---|---|---|---|---|
| Signature Resources Capital Management, Llc | Pasadena | CA | 01/2017 | 06/2025 |
| Taylor Insurance And Financial Services | Pasadena | CA | 08/2014 | 08/2023 |
| Mml Investors Services, Llc | Costa Mesa | CA | 02/2026 | Present |
| Massmutual Life Insurance Co | Costa Mesa | CA | 05/2025 | Present |
NAME: STRATEGIC DIVORCE PLANNING INV REL: Y ADD: 424 N LAKE AVE STE 201 PASADENA CA 91101 NATURE: DIVORCE PLANNING AND ANALYSIS POSITION: CERTIFIED DIVORCE FINANCIAL ANALYST START DATE: 01/10/2019 NO. HR/MO: 15 NO. HR/MO DURING SEC TRADING: 10 DUTIES: PROVIDE CLARITY ON THE FINANCIAL DECISIONS OF DIVORCE (2) NAME: CRAWFORD ADVISORY CA INV REL: Y ADD:424 N LAKE AVE STE 201 PASADENA CA 91101 NATURE: FACILITATION SERVICE ESTABLISHMENT LIVING TRUST & WILL POSITION: OWNER/PRESIDENT START DATE:10/14/2022 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: FACILITATE THE ESTABLISHMENT OF LIVING WILLS AND TRUSTS (3) NAME: CRAWFORD ADVISORY CA INV REL: Y ADD: 424 N LAKE AVE STE 201 PASADENA CA 91101 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 1/20/2020 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 1 DUTIES: HEALTH (4) NAME: VESTA DIVORCE INV REL: Y ADD: 424 N LAKE AVE STE #201 PASADENA CA 91101 NATURE: DIVORCE CONSULTING POSITION: CDFA CONSULTANT START DATE: 06/01/2026 NO. HR/MO:6 NO. HR/MO DURING SEC TRADING: 1 DUTIES: EDUCATE PEOPLE GOING THROUGH DIVORCE ON ASSET DIVISION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-14 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
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