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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-29 |
| PA | RA | APPROVED | 2013-05-10 |
Branch Locations
Elkins Park, PA • United States
30 South 17Th Street Suite 204, Philadelphia, PA 19103 • United States
220 Gibraltar Road Suite 350, Horsham, PA 19044-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Philadelphia | PA | 08/2001 | Present |
| Mml Investors Services, Llc | Philadelphia | PA | 02/2011 | Present |
(1)Name: BMC Inv rel: Y Add: 790 Pennllyn Blue Bell Pike Suite 217, Blue Bell PA 19422 Nature: Outside Insurance - Individual Life, Health, Group Life, Group Health, Position: Sales, Start: 7/2004, No HR/MO: 10-15 No. HR/MO during sec trading: 10-15. Duties: Selling insurance policies. (2)Name: Failen Inc Inv Rel: Y Addr: 412 E Slocum Philadelphia PA 19119, Nature: Real Estate Position: Property Owner Start: 2003, No. HR/MO: 2-6 No. HR/MO dur trading:2-4. (3) Name: Leonard Cherry Inv rel: Y Add: At Residential Address Nature: Outside Insurance - Life, disability, long-term care, fixed annuities, health Position: Agent Start date: 07/2004 No. HR/MO: 1 No. HR/MO during sec trading: 1 Duties: Selling insurance policies. (4) Name: Leonard Cherry Inv Rel: Y Add: 1401 Whittier Ave, Cape May, NJ 08204 Nature: Rental Property Position: Owner Start Date: 11/01/2023 No Hrs/Mo: 2 No/Hrs Mo dur trading: 0 Describe Duties: Owner of property and may receive passive income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-24 |
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