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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2024-09-25 |
| CT | RA | APPROVED | 2024-07-11 |
| ME | RA | APPROVED | 2024-07-11 |
| NH | RA | APPROVED | 2024-07-11 |
| NY | RA | APPROVED | 2024-07-11 |
| PA | RA | APPROVED | 2024-07-11 |
| VT | RA | APPROVED | 2024-07-11 |
| WA | RA | APPROVED | 2024-07-11 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance | Spfld | MA | 08/2000 | Present |
| Mml Investors Services Inc. | New Castle | PA | 11/2000 | 12/2016 |
| Wcg Wealth Advisors, Llc | New Castle | PA | 12/2016 | 06/2024 |
| Treloar & Heisel, Llc | New Castle | PA | 07/2000 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 06/2024 | Present |
1) Treloar & Heisel, LLC: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance Products and Property & Casualty for various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-11 |
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