DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Deborah J Naylor

MML Investors Services, LLCBD affiliatedWrentham, Ma dual registrantIAPD 5260645

Certified Financial Planner

Feed of 09/14/2026

Also filed as Deborah J Anderson

At current firm

0 y

since Dec 17, 2025

In the industry

19 y

since Jan 22, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

MML Investors Services, LLC BD affiliated current
since Dec 17, 2025 · Boston, Ma
Citizens Securities, Inc. BD affiliated
May 13, 2019 to May 8, 2025 · Franklin, Ma
Morgan Stanley wirehouse
Aug 4, 2015 to May 8, 2019 · Wellesley, Ma
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 2, 2015 to Jul 13, 2015 · Wellesley Hills, Ma

Moves

a registration end followed by a registration begin elsewhere

Citizens Securities, Inc. to MML Investors Services, LLC
left May 8, 2025, registered Dec 17, 2025 (223 days) · Affiliated broker-dealer or bank to another
Morgan Stanley to Citizens Securities, Inc.
left May 8, 2019, registered May 13, 2019 (5 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Jul 13, 2015, registered Aug 4, 2015 (22 days) · Wirehouse to wirehouse

Signals

Deborah J Naylor left Citizens Securities, Inc. for Mml Investors Services, Llc (registered 2025-12-17)
May 8, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address