Vice President · MML Investors Services, LLC
Mary Bea Wilkinson
CRD 2159909 · Named on Form ADV at one SEC-registered adviser
At a glance
MML Investors Services, LLC, an SEC-registered broker-dealer firm based in Springfield, MA with $115.6 billion in regulatory assets, lists Mary Bea Wilkinson on its Form ADV as Vice President, a control person.
Firms and roles
- MML Investors Services, LLCVice PresidentBroker-dealer firm · Springfield, MA · $116B in regulatory assets
AtlasMembers
Mary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (12)
- John Arthur VaccaroChairman Emeritus, MML Investors Services, LLC
- Thomas K BauerChief Technology Officer, MML Investors Services, LLC
- David Myers MinkVice President and Chief Operations Officer, MML Investors Services, LLC
- Geoffrey CraddockDirector, MML Investors Services, LLC
- Courtney McKenzie Rogers ReidChief Compliance Officer, MML Investors Services, LLC
7 more people named with Mary on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.