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PL

Paul A. Lapiana

MML INVESTORS SERVICES
SPRINGFIELD, MA 01111
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CRD#: 2237245
PL

Professional summary


Paul Anthony Lapiana, CFP®, who also goes by Paul A Lapiana, Paul Lapiana, is a registered financial professional currently at MML INVESTORS SERVICES, LLC located in Springfield, Massachusetts and MML STRATEGIC DISTRIBUTORS, LLC located in Springfield, Massachusetts.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1992. Paul has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul A Lapiana | Paul Lapiana

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Paul Anthony Lapiana's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

September 30, 2016 - Present

MML INVESTORS SERVICES, LLC

Office #1: 1295 State Street, Springfield, MA 01111
RIA
BD
CRD#: 10409
SPRINGFIELD, MA
Current

April 2, 2019 - Present

MML STRATEGIC DISTRIBUTORS, LLC

Office #1: 1295 State Street, Springfield, MA 01111
BD
CRD#: 168638
SPRINGFIELD, MA
Current

April 2, 2019 - Present

MML DISTRIBUTORS, LLC

Office #1: 1295 State Street, Springfield, MA 01111
BD
CRD#: 38030
SPRINGFIELD, MA
Past

November 26, 2014 - July 8, 2016

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
CHARLOTTE, NC
Past

March 2, 2012 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
CHARLOTTE, NC
Past

March 2, 2012 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC
Past

October 25, 2005 - June 1, 2006

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

August 10, 2004 - April 25, 2012

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
IRVINE, CA
Past

November 19, 2001 - December 11, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

July 1, 1999 - November 19, 2001

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

January 25, 1999 - June 15, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

August 31, 1992 - February 8, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

August 31, 1992 - February 8, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/30/2021)
RR
Alaska
(7/30/2021)
RR
Arizona
(9/30/2016)
RR
Arkansas
(7/30/2021)
RR
California
(9/30/2016)
RR
Colorado
(9/30/2016)
RR
Connecticut
(7/30/2021)
RR
Delaware
(7/30/2021)
RR
District of Columbia
(7/30/2021)
RR
Florida
(9/30/2016)
RR
Georgia
(7/30/2021)
RR
Hawaii
(3/25/2017)
RR
Idaho
(7/30/2021)
RR
Illinois
(7/30/2021)
RR
Indiana
(7/30/2021)
RR
Iowa
(7/30/2021)
RR
Kansas
(7/30/2021)
RR
Kentucky
(7/30/2021)
RR
Louisiana
(7/30/2021)
RR
Maine
(7/30/2021)
RR
Maryland
(7/30/2021)
RR
Massachusetts
(7/30/2021)
RR
Michigan
(7/30/2021)
RR
Minnesota
(3/25/2017)
RR
Mississippi
(7/30/2021)
RR
Missouri
(7/30/2021)
RR
Montana
(3/25/2017)
RR
Nebraska
(7/30/2021)
RR
Nevada
(7/30/2021)
RR
New Hampshire
(3/25/2017)
RR
New Jersey
(9/30/2016)
RR
New Mexico
(7/30/2021)
RR
New York
(7/30/2021)
RR
North Carolina
(7/30/2021)
RR
North Dakota
(3/25/2017)
RR
Ohio
(7/30/2021)
RR
Oklahoma
(7/30/2021)
RR
Oregon
(7/30/2021)
RR
Pennsylvania
(7/30/2021)
RR
Puerto Rico
(7/30/2021)
RR
Rhode Island
(3/25/2017)
RR
South Carolina
(7/30/2021)
RR
South Dakota
(3/25/2017)
RR
Tennessee
(3/25/2017)
RR
Texas
(9/30/2016)
RR
Utah
(7/30/2021)
RR
Vermont
(3/25/2017)
RR
Virgin Islands
(3/25/2017)
RR
Virginia
(7/30/2021)
RR
Washington
(3/25/2017)
RR
West Virginia
(7/30/2021)
RR
Wisconsin
(7/30/2021)
RR
Wyoming
(7/30/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/14/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MD
MML DISTRIBUTORS, LLC
CONNECTICUT MUTUAL FINANCIAL SERVICES, LLC. | MML DISTRIBUTORS, LLC | MML DISTRIBUTORS, LIMITED LIABILITY COMPANY

CRD#: 38030 / SEC#: , 8-48203

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
1295 State Street, Springfield, MA 01111
Mailing Address
1295 State Street, Springfield, MA 01111
Phone number
(413) 737-8400
Established
Connecticut since 11/10/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYMEMBER
BAGGETTA, VINCENT COSIMOCHIEF RISK OFFICER2431743
DUCH III, EDWARD KARLCHIEF LEGAL OFFICER, SECRETARY AND VICE PRESIDENT4808341
MASSMUTUAL HOLDING LLCMEMBER
PUHALA, JAMESCHIEF COMPLIANCE OFFICER5290483
RISPOLI, FRANK JOSEPHCHIEF FINANCIAL OFFICER AND TREASURER4364402
STEELE, DOUGLAS ROBERTCHIEF EXECUTIVE OFFICER AND PRESIDENT5026710

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MML DISTRIBUTORS, LLC

CRD#: 38030Springfield, MA 01111

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