Joshua Curtis Sapp
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
2 statesRegistered in
$115.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- MML Investors Services, LLCMar 2023 to now
- Massmutual Life Insurance CompanyJan 2023 to now
- Freedom HomesSep 2020 to Mar 2023
- N.I.S. Financial Services, Inc.Sep 2020 to Feb 2022
- Ozark National LifeSep 2020 to Feb 2022
- UnemployedJun 2020 to Sep 2020
- Northwestern Mutual Wealth Management CompanyMar 2020 to Jul 2020
- Northwestern Mutual Investment Services LLCNov 2019 to Jul 2020
- Northwestern Mutual Life Insurance CompanyOct 2019 to Jul 2020
- Ozark National LifeApr 2017 to Oct 2019
- Cns CorporationAug 2016 to Oct 2019
- Nis Financial Services IncAug 2016 to Oct 2019
- StudentAug 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6699548
- Firm CRD
- 10409