Drew William Patton

Mml Investors Services, LLC

Wilkes-Barre, PA

CRD 7838844

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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
PA	RA	APPROVED	2024-08-27

PA RA
APPROVED

Since 2024-08-27

Branch Locations

1140 Highway 315 Blvd Suite 203, Wilkes-Barre, PA 18702 • United States

Kingston, PA • 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
Mml Investors Services, Llc	Wilkes-Barre	PA	11/2023	Present
Massmutual Life Insurance Company	Wilkes-Barre	PA	02/2024	Present
Unemployed	Na	PA	06/2023	01/2024
Niagara University - Student	Niagara Falls	NY	08/2018	06/2023
Dallas High School - Student	Dallas	PA	08/2014	08/2018

11/2023 → Present

Mml Investors Services, Llc

Wilkes-Barre, PA
02/2024 → Present

Massmutual Life Insurance Company

Wilkes-Barre, PA
06/2023 → 01/2024

Unemployed

Na, PA
08/2018 → 06/2023

Niagara University - Student

Niagara Falls, NY
08/2014 → 08/2018

Dallas High School - Student

Dallas, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-29

S66 Uniform Combined State Law Examination

2024-05-29

View on SEC IAPD

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