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16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-11-08 |
Branch Locations
16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Newtown Square | PA | 03/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2017 |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | 12/2017 |
| Efficient Advisors | Newtown Square | PA | 01/2018 | Present |
| Newsquare Capital | Newtown Square | PA | 03/2015 | Present |
REGISTERED INVESTMENT ADVISOR & DIRECTOR OF RETIRMENT PLAN SERVICES FOR NEWSQUARE CAPITAL, LLC(INVESTMENT-RELATED) FROM BUSINESS ADDRESS FOR 40HRS/WK DURING SECURITIES TRADING & 10HRS/WKND & EVENINGS-SINCE 4/2015 Registered Investment Advisor - Efficient Advisors, cross market to strategic relationships sourced via Efficient referrals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-22 |
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