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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-19 |
| PA | RA | APPROVED | 2024-04-19 |
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
134 East Washington Street, New Castle, PA 16101 • United States
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 |
|---|---|---|---|---|
| Treloar & Heisel, Inc | New Castle | PA | 09/1986 | 01/2017 |
| Massachusetts Mutual Life Insurance Co | Springfield | MA | 06/1998 | Present |
| Mml Investors Services | New Castle | PA | 12/1998 | 12/2016 |
| Wcg Wealth Advisors, Llc | New Castle | PA | 12/2016 | 04/2024 |
| Treloar & Heisel, Llc | New Castle | PA | 01/2017 | 04/2024 |
| Mai Captial Management, Llc | New Castle | PA | 04/2024 | Present |
Mass Mutual Career Agent Emeritus: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance for various carriers. - no new production. Renewal commissions assigned to Epic Insurance & Brokers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-30 |
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