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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-01 |
| PA | RA | APPROVED | 2017-03-25 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc.CO. | Plymouth Meeting | PA | 05/2002 | 03/2017 |
| Massmutual Life Insurance Co | Newtown Square | PA | 07/2016 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
(1) NAME: DONNA GERACE INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 08/2004 NO. HR/MO: 8 NO. HR/MO DURING SEC TRADING: 8 DESCRIBE DUTIES: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, & LONG-TERM CARE (2) NAME: DONNA GERACE INV REL: Y ADD: GLEN MILLS, PA NATURE: HOME AND SCHOOL BOARD POSITION: TREASURER START DATE: 09/20/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: HELP ORGANIZE THE FUNDS FOR SCHOOL ACTIVITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-23 |
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