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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
807 Las Cimas Pkwy Bldg 2, Suite 275, Austin, TX 78746 • United States
Buda, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Austin | TX | 10/2023 | Present |
| Massmutual Life Insurance Co/Capital Strategies | Austin | TX | 06/2023 | Present |
| St. Andrew's Episcopal School | Austin | TX | 04/2014 | 06/2023 |
| St. Andrew's Episcopal School | Austin | TX | 08/2006 | 02/2021 |
NAME: TRUST FOR FAMILY MEMBER INV REL: Y ADD: RESIDENTIAL NATURE: TRUSTEE POSITION: TRUSTEE START DATE: 10/26/2021 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: AS TRUSTEE I AM TO HOLD, MANAGE, INVEST, AND REINVEST THE TRUST PRINCIPAL AND SHALL HOLD AND DISPOSE OF THE TRUST INCOME IN THE MANNERS LISTED IN THE TRUST AGREEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-19 |
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